
11 - 50 employees
Founded 2002
💼 Consulting
💸 Finance
Consulting • Finance • Wealth Management
Oakmont Capital Management, LLC is an independent, fee-only registered investment advisor. We genuinely enjoy working with a variety of people and institutions, regardless of where they might be on their investment journey. Our clients include families seeking wealth management, plan sponsors building retirement programs, and institutions trying to meet a specific return objective. We are not a subsidiary or business unit of another company and are owned outright by our individual members. As a fiduciary, we seek to establish open and transparent relationships that are long-term in nature. We believe everyone should have access to a dedicated Chief Investment Officer as they pursue their own definition of financial well-being.
🔥 23 minutes ago
Training Specialist managing Learning Management System operations and compliance tracking in a senior living organization. Supporting onboarding processes and training adherence across multiple locations.