Oakmont Financial Group

Oakmont Financial Group is an independent Wealth Management firm guiding clients and community members in making clear and educated decisions for complex financial situations. Unbiased recommendations are formed with the expansive resources available with our alignment with Larson Financial Group – Certified Financial Planners®, research analysts, and an extensive team of financial advisors. Individualized financial plans are created unique to your needs, your goals, and your legacy.

At our core, we remain dedicated to our fiduciary responsibilities – the commitment we have to act on our clients’ behalf and best interest, always. In simple terms, we are here for you and want you to feel empowered and assured we will always strive to do our best for you.

The team at Oakmont Financial Group is committed to our clients’ financial success. Our approach is a comprehensive wealth management focus, with an emphasis on retirement planning and investment management. To have success in your long-term goals, we focus on near-term tasks through research and analysis to create your personalized financial plan. No matter what is on your horizon, one thing remains constant – at Oakmont Financial Group we are here to work with you, and for you.

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