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Our Firm

Your investment journey can take you almost anywhere.

Oakmont Capital Management, LLC is an independent, fee-only registered investment advisor founded in 2002. Our client base is comprised of retirement plans, public funds, and families with a variety of different professional needs. We are not a subsidiary or business unit of another company and approach most relationships as a fiduciary.

Typically, our clients view us as a colleague rather than a vendor. This allows them to interact with us as a Chief Investment Officer or as an extension of their staff. Currently, we serve clients in over 20 states with a primary concentration in the North East.

We do not sell any products or securities for a commission or sales charge. This self-imposed restriction permits us to provide what we believe is balanced and unbiased investment advice.

Through our industry relationships, we have access to a variety of investment vehicles, including institutional mutual funds, private partnerships, and individual securities. This gives us a tremendous amount of flexibility when designing an investment strategy.

The three primary services we offer are Wealth Management, Institutional Consulting, and Family Office programs. All are available on a discretionary and non-discretionary basis.

If you need a Chief Investment Officer for your family or institution and would like more information about Oakmont Capital Management, LLC, feel free to reach out to us. Our Team always welcomes the conversation (412) 828-5550.

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