Empowering Your Investment Journey, One Path at a Time
At Oakmont Capital Management, LLC, our commitment is to provide exceptional wealth management, institutional consulting, and family office services that cater to the unique needs of our clients. As an independent, fee-only registered investment advisor, we pride ourselves on our ability to offer unbiased and personalized guidance to individuals, families, and institutions.
Our Story
Founded in 2002, our firm has been dedicated to helping our clients navigate the complex world of investing and achieve their financial goals. We believe that everyone deserves access to a dedicated Chief Investment Officer, regardless of where they are on their investment journey. Our experienced team takes the time to understand our clients' specific needs, goals, and objectives, and develops tailored investment strategies that address their unique circumstances.
Our Services
We offer a range of services designed to meet the diverse needs of our clients. Our wealth management services focus on creating managed portfolios that align with our clients' investment goals, tax strategy, and estate plans. Our institutional consulting services provide investment programs for corporate retirement plans, charitable entities, and public funds. Our family office services cater to current and future generations, incorporating family-owned business and philanthropic initiatives.
Our Approach
What sets us apart is our fiduciary approach and our commitment to transparency. We believe in establishing open and long-term relationships with our clients, and we strive to provide unbiased and balanced investment advice. We do not sell any products or securities for a commission or sales charge, which allows us to remain objective and focused on our clients' best interests.
Oakmont Capital Reviews Summary
Customer Service Issues
A review by John Blankenship highlights dissatisfaction with the receptionists at Oakmont Capital. The reviewer was hung up on four times, including twice by the receptionists who did not speak, and once by a supervisor after expressing intent to file a complaint. This experience indicates poor customer service and a lack of professionalism among the staff.
Unresponsive Agent
Another negative review by J. Flo describes an unresponsive agent named Glenn from the Oakmont location. Despite leaving four voicemails, the reviewer never received a callback, leading them to question the company's ability to handle clients effectively. This reviewer recommends considering other financial planning and investment management options, such as Stonewood and Main Street in downtown Pittsburgh, where they received better receptivity.
Positive Experience
On the other hand, a review by A. Bair portrays a positive experience with Oakmont Capital. The reviewer praises the flexibility and knowledge of Jon and Gina, stating that they are easy to work with and always available to answer questions. This reviewer highly recommends Oakmont Capital and considers investing with them a great decision.
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