Find a Financial Advisor in Oakmont, PA

 

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We did the hard work of finding trustworthy partners in Oakmont, PA.

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We Only Work With The Best Oakmont Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Oakmont, PA


  • Financial Advisor Close to Oakmont, PA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Oakmont, PA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Oakmont, PA

We evaluated over 13,000 RIA firms to bring you the best of the best Oakmont financial advisors.
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How Retirement-Friendly is Oakmont, PA?

  • Population: 6,480
  • % of Population 62 Years and Over: 32%
  • Average Home Value: $225,500
  • Average Monthly Housing Cost: $1,046
  • Average Household Income: $96,289
  • Pennsylvania Total Tax Burden: 8.46% (23rd Highest in U.S.)
  • Pennsylvania Property Tax: 2.82% (24th Highest in U.S.)
  • Pennsylvania Individual Income Tax: 2.52% (19th Highest in U.S.)
  • Pennsylvania Sales and Excise Tax: 3.12% (19th Lowest in U.S.)



The Top Financial Advisor Firms in Oakmont, PA

 

OAKMONT CAPITAL MANAGEMENT, LLC

Website

(412) 828-5550

655 Allegheny Avenue

Oakmont, PA 15139

SEC#: 801-71287
Years in Business: 11 years

 


Oakmont, PA Financial Advisor FAQs

Everyone's financial situation is different. If you want to understand your best plan for achieving your goals, it might be worth getting some advice from a professional.
Generally speaking, a financial advisor is either a general practitioner or an investment professional. When evaluating their services it's best to understand if they're qualified as such and what specific services they offer.
A financial advisor will typically meet with people to learn about their life objectives and then advise them on how they should invest their savings based on those objectives.
The first question you should ask is what their credentials are. Financial advisors can have a wide range of different qualifications, so make sure you find out the best route for your needs. Also inquire about what they recommend or suggest to customers.