Oakmont Financial

At Oakmont Financial Group our goal is to help our clients with every aspect of their financial lives. We provide personal service and we strive for the financial stability and security that will make your dreams a reality.

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we’ll work diligently to develop a program that carefully balances investment strategies with preserving principal. We have a “hands on” approach to financial guidance and we work closely with you over time to maintain a disciplined approach to realizing your dreams.

Contact Info

  • 6580 Oakmont Dr
    suite b
    Santa Rosa, CA 95409
    United States

Together Scott & Michelle Harris founded Oakmont Financial Group in 2006.  They envisioned providing clients with a higher level of service and created an independent firm in order to sustain individualized attention and response.  Scott wanted to offer a diverse assortment of investment options to meet the needs of his clients.  The following year, Michelle joined Scott in the office on a daily basis to welcome clients with the warmth and attentiveness that Oakmont Financial Group is known for.

Being a husband and wife team, at the core of their company is the value of “family” and that extends to all clients, employees and prospects when you walk through the door.  Many of Oakmont Financial Group’s clients have been working with Scott for over 25 years.  From navigating unique financial situations, to celebrating life’s milestones, when you become a client of Oakmont Financial Group, you become “family” as well.  Whether you are returning to the office for reviews, calling in with a question, or stopping by simply to say hello – we want you to feel a heartfelt welcome home from us.

We use a variety of investment vehicles to pursue the growth of your assets including fee-based managed accounts, mutual funds, insurance, and variable annuities.

We listen to our clients needs, wants and desires and really get to know them. Then we formulate a plan to work toward their specific goals.

We help our clients plan for retirement, understand lifetime income planning when they retire, and how to manage legacies they may receive or wish to pass on to loved ones or charities.

We strive to provide excellent on-going service and periodic review meetings to help ensure we are on track, making adjustments as warranted so that you can fully enjoy your retirement.

*Registered Investment Advisor-Only Location