Oakmont Wealth Advisory

Oakmont Wealth Advisory

Oakmont Wealth Advisory launched in 2018 under Founder and Managing Director Douglas H. Birnie, a Certified Divorce Financial Analyst. Based in Reston, Virginia, the firm serves high-net-worth individuals, families, and business entities. Its founding premise separates it from most advisors: a flat-fee structure intended to eliminate the conflicts of interest embedded in percentage-based assets-under-management charges. The firm operates across wealth management, financial planning, and specialized advisory for clients navigating divorce, separation, or widowhood. Investment management targets risk-balanced long-term returns rather than performance measured against the S&P 500. Portfolio construction incorporates individual retirement strategies, estate planning, and cash-flow management. The practice maintains an intentionally small client roster to preserve its high-touch service model across Northern Virginia and beyond. Birnie leads a compact team of three, including Director of Financial Planning Jamie Sexton, a Certified Financial Planner, and Financial Advisor Paul Bradley. The firm runs from a single office at 12030 Sunrise Valley Drive in Reston. It explicitly positions its service as combining financial counsel with an empathetic understanding of life transitions, framing financial planning not as a series of transaction-oriented tasks but as an ongoing emotional engagement. Oakmont’s flat-fee architecture is the operational differentiator. Instead of extracting revenue as a percentage of client assets — a model the firm argues incentivizes advisors to maximize AUM rather than outcomes — it charges a single transparent fee. This governance choice leans on a fiduciary standard and serves a client base that values cost predictability and an advisor unconstrained by quarterly benchmarking.