Oakmont Partners, LLC

Oakmont Partners, LLC (CRD# 141137) is a financial advisory firm headquartered in Boston, MA. They manage $208,739,535 in 331 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    209
    MILLION
  • Total Number of Accounts
    331
    ACCOUNTS
  • Average Account Value
    $630,633
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, LA, MA, NH, NY, RI, SC, TX

Financial Advisors at Oakmont Partners, LLC
Showing 1 - 7 of 7 top financial advisors.
1
John F. Desimone
CRD#: 2301047
112 Water Street, Suite 300, Boston, MA 02109
96
Wealthminder
score

John Desimone (CRD# 2301047) is an Investment Advisor Representative working at Oakmont Partners, LLC in Boston, MA and has over 21 years of experience in the finance industry. John Desimone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Donald E. Askey
CRD#: 2881992
112 Water Street, Suite 300, Boston, MA 02109
93
Wealthminder
score

Donald Askey (CRD# 2881992) is an Investment Advisor Representative working at Oakmont Partners, LLC in Boston, MA and has over 20 years of experience in the finance industry.

3
Luke S. Baxter
CRD#: 5569377
112 Water Street, Suite 300, Boston, MA 02109
93
Wealthminder
score

Luke Baxter (CRD# 5569377) is an Investment Advisor Representative working at Oakmont Partners, LLC in Boston, MA and has over 9 years of experience in the finance industry.

4
Diane L. Dillon
CRD#: 2046612
112 Water Street, Suite 300, Boston, MA 02109
93
Wealthminder
score

Diane Dillon (CRD# 2046612) is an Investment Advisor Representative working at Oakmont Partners, LLC in Boston, MA and has over 12 years of experience in the finance industry.

5
Craig D. Divino
CRD#: 5846305
112 Water Street, Suite 300, Boston, MA 02109
93
Wealthminder
score

Craig Divino (CRD# 5846305) is an Investment Advisor Representative working at Oakmont Partners, LLC in Boston, MA and has over 7 years of experience in the finance industry.

6
Peter F. Mawn
CRD#: 2108586
112 Water Street, Suite 300, Boston, MA 02109
93
Wealthminder
score

Peter Mawn (CRD# 2108586) is an Investment Advisor Representative working at Oakmont Partners, LLC in Boston, MA and has over 20 years of experience in the finance industry.

7
Myranda J. Obara
CRD#: 1734128
112 Water Street, Suite 300, Boston, MA 02109
93
Wealthminder
score

Myranda Obara (CRD# 1734128) is an Investment Advisor Representative working at Oakmont Partners, LLC in Boston, MA and has over 22 years of experience in the finance industry.

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