Uncompromising Excellence in Financial Management.
Working Hard
for Every Victory
Cases
2,300+
In Asset Allocation
$650M+
Years of experience
25
5-star ratings on Google
300+
Specialists
65+
Practice Areas
At OakMont Management Group, we offer a wide range of comprehensive financial services designed to help individuals, businesses, and organizations achieve their financial goals. Our team of experts provides tailored solutions across a variety of sectors, ensuring that our clients receive the highest level of service and advice.
Reviews
Ori Laron
Oregon
"The firm offers a wide range of services, covering everything from investment management to tax planning and estate planning. Their holistic approach ensures that clients' short- and long-term financial needs are addressed simultaneously."
5 / 5
Alex Gonzato
California
"Very transparent about their pricing, there are no hidden fees or commissions. Which ensures that clients understand what they are paying for and can plan accordingly."
5 / 5
Lalo Barossi
New Mexico
"Comprehensive retirement strategies including 401(k) management, IRAs, and pension planning."
5 / 5
Our Services
01
Tax Preperation
Our tax preparation services are designed to ensure compliance with regulations and maximize tax efficiency. Trust us to handle your tax-related matters with precision and expertise.
02
Mergers
We understand that mergers are complex, involving critical decisions around culture, operations, and synergies. That's why we offer a comprehensive range of services, from initial strategic planning to post-merger integration. Whether you're looking to merge with a complementary partner or strengthen your competitive position, our experienced team is here to ensure a seamless and strategic merger process.
03
Acquisitions
We specialize in facilitating seamless business acquisitions to help you expand, diversify, or exit your current business operations. With a proven track record of successful transactions, we work closely with both buyers and sellers to ensure a smooth and mutually beneficial process.
04
Corporate Structure
Our guided approach to corporate structuring allows our firm to align with evolving business goals and market dynamics, enabling organizations to adapt and thrive in a competitive environment.
05
Liquidation
Our asset liquidation strategies are designed to unlock the maximum value from underperforming or surplus assets, providing a clear path to optimize financial resources.
Values
At OakMont Management Group, we are dedicated to providing financial services to businesses of all sizes. Our mission it to deliver tailored solutions that maximize growth for our valued clients.
Our 5-values Flag
Integrity
Dedication
Excellence
Quality
Transparency
Our Team of Experts
With years of experience in the financial industry; Our team has successfully facilitated numerous mergers, acquisitions, and corporate restructuring processes. Our commitment to excellence and integrity has earned us the trust of our clients and positioned us as leaders in the field of financial management.
Janet Lin
Managing Partner
Allen King
Partner
Benjamin Cohn
Partner
“Do your duty and a little more and the future will take care of itself.”
Andrew Carnegie