Oakmont Advisory Group
The rename was based on the foundation of family. The name came from the street on which many of the principals were raised, Oakmont.
The rebrand was based on the concepts of family, growth, and living in retirement with financial security. The oak tree symbolizes all of this with its strong root system that keeps it anchored in even severe weather. And, over time, the tree grows stronger.
The mark came from the oak tree rings which symbolize growth and maturity over time, as well as resembling an “O” from the name Oakmont.