Oakmonte Wealth Management is an independent, full-service financial planning and wealth management firm based in Orlando, Florida. It serves professionals, retirees, and small business owners, including clients with complex estate, business, and tax-planning needs. Founded by James J. Flick, the firm brings together financial, insurance, legal, and accounting experience to help clients make informed decisions with a long-term perspective, particularly through changing market conditions.

Oakmonte offers personalized financial planning to help clients assess their current position, organize their finances, and develop plans aligned with their goals. Its wealth management services address portfolios that may include cash, stocks, bonds, real estate, and private business interests, as well as related assets and liabilities. The firm also provides retirement planning for individuals and business owners, including consideration of financial and tax-planning objectives.

Oakmonte emphasizes comprehensive guidance and client education, helping people understand investment-related uncertainty and plan for the future. The firm is located on South Conway Road in Orlando and invites prospective clients to request a consultation.