🚀 200+ Businesses Launched
📈 $5M+ in Client Revenue Generated
Close More Clients. With Less Work
Close More Clients. With Less Work
Close More Clients. With Less Work
We help wealth advisors attract qualified prospects, personalize their journey, and step into meetings fully prepared.
We help wealth advisors attract qualified prospects, personalize their journey, and step into meetings fully prepared.
We help wealth advisors attract qualified prospects, personalize their journey, and step into meetings fully prepared.
Removing the roadblocks to client acquisition
It’s easy for advisors to struggle with weak websites, wasted ad spend, and unqualified leads. We cut through the noise with a proven system that delivers qualified prospects, builds trust, and fills your calendar with people ready to invest.
What compliance risks should I prepare for?
How do I stand out from other advisors?
Which marketing channels should I focus on first?
How do I build a strong brand?
How do I consistently attract qualified clients?
How can I book more meetings without referrals?
Who is my ideal customer?
How do I know if my idea will work?
How can I pre-screen prospects?
How can I build trust faster?
How do I market and stay compliant?
What business structure should I choose?
What compliance risks should I prepare for?
How do I stand out from other advisors?
Which marketing channels should I focus on first?
How do I build a strong brand?
How do I consistently attract qualified clients?
How can I book more meetings without referrals?
Who is my ideal customer?
How do I know if my idea will work?
How can I pre-screen prospects?
How can I build trust faster?
How do I market and stay compliant?
What business structure should I choose?
What compliance risks should I prepare for?
How do I stand out from other advisors?
Which marketing channels should I focus on first?
How do I build a strong brand?
How do I consistently attract qualified clients?
How can I book more meetings without referrals?
Who is my ideal customer?
How do I know if my idea will work?
How can I pre-screen prospects?
How can I build trust faster?
How do I market and stay compliant?
What business structure should I choose?
We make things simple
No tech overwhelm, no guessing — just a clear, automated funnel that turns clicks into qualified appointments.
We make things simple
No tech overwhelm, no guessing — just a clear, automated funnel that turns clicks into qualified appointments.
We make things simple
No tech overwhelm, no guessing — just a clear, automated funnel that turns clicks into qualified appointments.
We focus on real results
Every system we build is designed to deliver better meetings, higher close rates, and consistent growth.
We focus on real results
Every system we build is designed to deliver better meetings, higher close rates, and consistent growth.
We focus on real results
Every system we build is designed to deliver better meetings, higher close rates, and consistent growth.
We know what works
With experience across marketing, AI, and compliance, we bring proven strategies that outperform outdated methods.
We know what works
With experience across marketing, AI, and compliance, we bring proven strategies that outperform outdated methods.
We know what works
With experience across marketing, AI, and compliance, we bring proven strategies that outperform outdated methods.
With you all the way
From launch to scaling, we manage the funnel, ads, and automation so you can focus on closing clients.
With you all the way
From launch to scaling, we manage the funnel, ads, and automation so you can focus on closing clients.
With you all the way
From launch to scaling, we manage the funnel, ads, and automation so you can focus on closing clients.
ABOUT OUR COMPANY
ABOUT OUR COMPANY
ABOUT OUR COMPANY
We’re Oakmont Capital Inc — helping wealth advisors win more clients with less effort.
We’ve built end-to-end acquisition systems, crafted personalized prospect journeys, and supported advisors across the U.S. Our focus is simple: deliver qualified prospects, build trust before the first call, and give advisors the tools to close with confidence.
We adapt to you
No generic funnels — every system is customized to your services, audience, and compliance needs.
We adapt to you
No generic funnels — every system is customized to your services, audience, and compliance needs.
We adapt to you
No generic funnels — every system is customized to your services, audience, and compliance needs.
We make it exciting
Client acquisition should be streamlined, delivering consistent qualified meetings without the guesswork.
We make it exciting
Client acquisition should be streamlined, delivering consistent qualified meetings without the guesswork.
We make it exciting
Client acquisition should be streamlined, delivering consistent qualified meetings without the guesswork.
We keep it human
Behind the tech, we stay personal and approachable — so you can focus on advising, not managing systems.
We keep it human
Behind the tech, we stay personal and approachable — so you can focus on advising, not managing systems.
We keep it human
Behind the tech, we stay personal and approachable — so you can focus on advising, not managing systems.
Our Services
Our Services
Our Services
No running around for different experts. We handle it all , so you can focus on what you do best.
OUR PROCESS
OUR PROCESS
OUR PROCESS
Turning Prospects to Clients in four steps
Step
1
Get in touch
Schedule a call and share your goals, your services, and the type of clients you want to attract. We’ll map out the vision together.
Step
3
Launch the journey
From ads to automations, we set everything live so qualified prospects move seamlessly from click to calendar.
Step
2
Build the system
We design your funnel, quiz, and personalized reports — everything needed to engage, qualify, and prepare prospects.
Step
4
Grow with confidence
We keep optimizing your system, refining campaigns, and scaling results so you consistently book better meetings.
Step
1
Get in touch
Schedule a call and share your goals, your services, and the type of clients you want to attract. We’ll map out the vision together.
Step
3
Launch the journey
From ads to automations, we set everything live so qualified prospects move seamlessly from click to calendar.
Step
2
Build the system
We design your funnel, quiz, and personalized reports — everything needed to engage, qualify, and prepare prospects.
Step
4
Grow with confidence
We keep optimizing your system, refining campaigns, and scaling results so you consistently book better meetings.
Step
1
Get in touch
Schedule a call and share your goals, your services, and the type of clients you want to attract. We’ll map out the vision together.
Step
3
Launch the journey
From ads to automations, we set everything live so qualified prospects move seamlessly from click to calendar.
Step
2
Build the system
We design your funnel, quiz, and personalized reports — everything needed to engage, qualify, and prepare prospects.
Step
4
Grow with confidence
We keep optimizing your system, refining campaigns, and scaling results so you consistently book better meetings.
by the numbers
by the numbers
by the numbers
Numbers don’t lie — and ours prove the system works.
Experience
+
Years in acquisition strategy
Proven System
Compliance Ready
Experience
+
Years in acquisition strategy
Proven System
Compliance Ready
Experience
+
Years in acquisition strategy
Proven System
Compliance Ready
Client Success
%
Funnels Launched Live
90%+ Show Up Rate
8-12 days launch time
Client Success
%
Funnels Launched Live
90%+ Show Up Rate
8-12 days launch time
Client Success
%
Funnels Launched Live
90%+ Show Up Rate
8-12 days launch time
Impact
$
M+
New AUM Generated
Stronger Close Rates
Better Quality Prospects
Impact
$
M+
New AUM Generated
Stronger Close Rates
Better Quality Prospects
Impact
$
M+
New AUM Generated
Stronger Close Rates
Better Quality Prospects
The difference we make
The difference we make
The difference we make
Side-by-side, the choice is easy
Two ways to grow your advisory firm. With us, advisors get qualified prospects, clear insights, and prepared meetings. Without us, the process is often harder, slower, and less effective.
Two ways to grow your advisory firm. With us, advisors get qualified prospects, clear insights, and prepared meetings. Without us, the process is often harder, slower, and less effective.
Without us
With us
Prospect Quality
Unqualified leads that waste time
Pre-screened prospects ready to invest
Prospect Quality
Unqualified leads that waste time
Pre-screened prospects ready to invest
Prospect Quality
Unqualified leads that waste time
Pre-screened prospects ready to invest
Meeting Prep
Walking in blind with little context
AI-driven reports that give you the full picture
Meeting Prep
Walking in blind with little context
AI-driven reports that give you the full picture
Meeting Prep
Walking in blind with little context
AI-driven reports that give you the full picture
Client Journey
Generic websites with no real flow
Story-driven funnels that build trust step by step
Client Journey
Generic websites with no real flow
Story-driven funnels that build trust step by step
Client Journey
Generic websites with no real flow
Story-driven funnels that build trust step by step
Marketing Effort
Reliance on referrals and cold outreach
Automated system that consistently books meetings
Marketing Effort
Reliance on referrals and cold outreach
Automated system that consistently books meetings
Marketing Effort
Reliance on referrals and cold outreach
Automated system that consistently books meetings
Compliance & Trust
Risky messaging and unclear positioning
Fully compliant funnels designed to build credibility
Compliance & Trust
Risky messaging and unclear positioning
Fully compliant funnels designed to build credibility
Compliance & Trust
Risky messaging and unclear positioning
Fully compliant funnels designed to build credibility
LEADERSHIP
LEADERSHIP
Meet the strategists behind Oakmont Capital
Meet the strategists behind Oakmont Capital
The Strategist
Abhay is an AI implementation consultant and digital marketing specialist focused on building acquisition systems that actually convert. With 4+ years in data-driven marketing and a track record of deploying AI systems for lead generation, compliance, and market research, he brings both technical and strategic depth. His approach is simple: use technology and storytelling together to deliver client acquisition funnels that are compliant, personalized, and effective.
AI Implementation Consultant
Digital Marketing & E-Commerce Strategist
Qualification
4+ years in data-driven marketing
1 year agency experience
Multiple ventures launched
Experience
AI-powered Client Acquisition Systems
Compliance-first funnel design
Digital Marketing
CRO
Automation systems
Area of Specialization
Abhay is an AI implementation consultant and digital marketing specialist focused on building acquisition systems that actually convert. With 4+ years in data-driven marketing and a track record of deploying AI systems for lead generation, compliance, and market research, he brings both technical and strategic depth. His approach is simple: use technology and storytelling together to deliver client acquisition funnels that are compliant, personalized, and effective.
AI Implementation Consultant
Digital Marketing & E-Commerce Strategist
Qualification
4+ years in data-driven marketing
1 year agency experience
Multiple ventures launched
Experience
AI-powered Client Acquisition Systems
Compliance-first funnel design
Digital Marketing
CRO
Automation systems
Area of Specialization
The Rainmaker
Max is the driving force behind growth strategy and execution. With 5+ years in digital marketing and the founder of Atlas Marketing Agency, he has partnered with over 50 businesses to build scalable campaigns and strengthen digital presence. His expertise spans web development, online advertising, and social media — all designed to create systems that keep advisors’ calendars full. Max’s strength lies in transforming proven strategy into predictable, measurable results.
Founder of Atlas Marketing Agency
Bachelor’s in Accounting & Business Management, University of Warsaw
Qualification
5+ years in marketing
Former Operations Manager overseeing 50+ retail outlets across Europe
Designed scalable financial systems for SMEs that cut operational costs by up to 25%
Experience
Funnel development
Paid advertising
Client Relationship Management
Project Management
Area of Specialization
Max is the driving force behind growth strategy and execution. With 5+ years in digital marketing and the founder of Atlas Marketing Agency, he has partnered with over 50 businesses to build scalable campaigns and strengthen digital presence. His expertise spans web development, online advertising, and social media — all designed to create systems that keep advisors’ calendars full. Max’s strength lies in transforming proven strategy into predictable, measurable results.
Founder of Atlas Marketing Agency
Bachelor’s in Accounting & Business Management, University of Warsaw
Qualification
5+ years in marketing
Former Operations Manager overseeing 50+ retail outlets across Europe
Designed scalable financial systems for SMEs that cut operational costs by up to 25%
Experience
Funnel development
Paid advertising
Client Relationship Management
Project Management
Area of Specialization
LEADERSHIP
Meet the strategists behind Oakmont Capital
The Strategist
Abhay is an AI implementation consultant and digital marketing specialist focused on building acquisition systems that actually convert. With 4+ years in data-driven marketing and a track record of deploying AI systems for lead generation, compliance, and market research, he brings both technical and strategic depth. His approach is simple: use technology and storytelling together to deliver client acquisition funnels that are compliant, personalized, and effective.
AI Implementation Consultant
Digital Marketing & E-Commerce Strategist
Qualification
4+ years in data-driven marketing
1 year agency experience
Multiple ventures launched
Experience
AI-powered Client Acquisition Systems
Compliance-first funnel design
Digital Marketing
CRO
Automation systems
Area of Specialization
The Rainmaker
Max is the driving force behind growth strategy and execution. With 5+ years in digital marketing and the founder of Atlas Marketing Agency, he has partnered with over 50 businesses to build scalable campaigns and strengthen digital presence. His expertise spans web development, online advertising, and social media — all designed to create systems that keep advisors’ calendars full. Max’s strength lies in transforming proven strategy into predictable, measurable results.
Founder of Atlas Marketing Agency
Bachelor’s in Accounting & Business Management, University of Warsaw
Qualification
5+ years in marketing
Former Operations Manager overseeing 50+ retail outlets across Europe
Designed scalable financial systems for SMEs that cut operational costs by up to 25%
Experience
Funnel development
Paid advertising
Client Relationship Management
Project Management
Area of Specialization
Frequently Asked Questions
Frequently Asked Questions
Frequently Asked Questions
We get asked this all the time
Ads are only one piece. We build the entire journey — landing pages, lead magnets, qualification quizzes, reports, and automations — so prospects show up prepared and ready to invest.
Answer
How is this different from just running ads?
Question
Yes. Our funnels, copy, and lead magnets are designed with FINRA/SEC/FTC guidelines in mind to keep you compliant while still effective.
Answer
Will this work with compliance rules?
Question
Every lead completes a quiz that screens for assets, goals, and fit. Only qualified prospects are allowed to book directly on your calendar.
Answer
How do you qualify prospects?
Question
You’ll receive a personalized AI-driven report on each prospect, so you know their situation, goals, and assets before you even sit down.
Answer
What do I actually get before a call?
Question
Onboarding to launch typically takes 8–12 days. From there, your funnel is live and ready to deliver qualified prospects.
Answer
How long does setup take?
Question
No — we handle the funnel, automations, and ad management. You focus on advising; we focus on filling your calendar.
Answer
Do I need to manage the system myself?
Question
It’s a one-time $5,000 setup, then $2,000/month after you have 10 paying clients.
Answer
What does it cost?
Question
Ads are only one piece. We build the entire journey — landing pages, lead magnets, qualification quizzes, reports, and automations — so prospects show up prepared and ready to invest.
Answer
How is this different from just running ads?
Question
Yes. Our funnels, copy, and lead magnets are designed with FINRA/SEC/FTC guidelines in mind to keep you compliant while still effective.
Answer
Will this work with compliance rules?
Question
Every lead completes a quiz that screens for assets, goals, and fit. Only qualified prospects are allowed to book directly on your calendar.
Answer
How do you qualify prospects?
Question
You’ll receive a personalized AI-driven report on each prospect, so you know their situation, goals, and assets before you even sit down.
Answer
What do I actually get before a call?
Question
Onboarding to launch typically takes 8–12 days. From there, your funnel is live and ready to deliver qualified prospects.
Answer
How long does setup take?
Question
No — we handle the funnel, automations, and ad management. You focus on advising; we focus on filling your calendar.
Answer
Do I need to manage the system myself?
Question
It’s a one-time $5,000 setup, then $2,000/month after you have 10 paying clients.
Answer
What does it cost?
Question
Ads are only one piece. We build the entire journey — landing pages, lead magnets, qualification quizzes, reports, and automations — so prospects show up prepared and ready to invest.
Answer
How is this different from just running ads?
Question
Yes. Our funnels, copy, and lead magnets are designed with FINRA/SEC/FTC guidelines in mind to keep you compliant while still effective.
Answer
Will this work with compliance rules?
Question
Every lead completes a quiz that screens for assets, goals, and fit. Only qualified prospects are allowed to book directly on your calendar.
Answer
How do you qualify prospects?
Question
You’ll receive a personalized AI-driven report on each prospect, so you know their situation, goals, and assets before you even sit down.
Answer
What do I actually get before a call?
Question
Onboarding to launch typically takes 8–12 days. From there, your funnel is live and ready to deliver qualified prospects.
Answer
How long does setup take?
Question
No — we handle the funnel, automations, and ad management. You focus on advising; we focus on filling your calendar.
Answer
Do I need to manage the system myself?
Question
It’s a one-time $5,000 setup, then $2,000/month after you have 10 paying clients.
Answer
What does it cost?
Question
Sometimes the hardest part is reaching out — but once you do, we’ll make the rest easy.
Phone
(417) 763-8124
(206) 981-6504
consult@oakmontcapitalinc.com
Opening Hours
Mon to Sat: 9.00am - 8.30pm
Sun: Closed
Sometimes the hardest part is reaching out — but once you do, we’ll make the rest easy.
Phone
(417) 763-8124
(206) 981-6504
consult@oakmontcapitalinc.com
Opening Hours
Mon to Sat: 9.00am - 8.30pm
Sun: Closed
Sometimes the hardest part is reaching out — but once you do, we’ll make the rest easy.
Phone
(417) 763-8124
(206) 981-6504
consult@oakmontcapitalinc.com
Opening Hours
Mon to Sat: 9.00am - 8.30pm
Sun: Closed