# Oakmont Wealth Advisory

Oakmont Wealth Advisory is an Other based in Reston, United States.

## Overview

- **Organization type:** Other
- **Headquarters:** Reston, United States
- **Region:** North America
- **Address:** 12030 Sunrise Valley Drive, Suite 325, Reston, VA, 20191, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** piedmontwealthadvisory.com
- **LinkedIn:** https://www.linkedin.com/company/hicks-advisory-group

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Wealth Management
- Financial Planning

## People

- Douglas H. Birnie — Founder & Managing Director
- Jamie Sexton — Director of Financial Planning
- Paul Bradley — Financial Advisor

## Questions

### Who runs investment decisions at Oakmont Wealth Advisory?

Founder and Managing Director Douglas H. Birnie, a Certified Divorce Financial Analyst, leads the practice and is responsible for portfolio management and investment strategy. He is supported by Jamie Sexton, a Certified Financial Planner who serves as Director of Financial Planning.

### How does Oakmont charge for its services?

The firm uses a flat-fee structure rather than a percentage of assets under management. This approach, detailed across its materials, is designed to remove the conflict of interest the firm sees in AUM-based billing where the advisor’s revenue scales with asset size rather than client outcomes.

### Where does Oakmont's underlying client capital come from?

The underlying wealth sources of its clients are not publicly disclosed. The firm serves high-net-worth individuals, families, and business entities, but no single prevailing industry or corporate exit has been identified as a concentration.

### How is Oakmont related to Piedmont Wealth Advisory?

Oakmont Wealth Advisory operates as Piedmont Wealth Advisory. The firm’s website domain is piedmontwealthadvisory.com, and its marketing, address, and team page all use the Piedmont Wealth Advisory brand. The record shows Oakmont as the entity name, but it goes to market under the Piedmont name.

## Related profiles

- [Oaklins Eastern Canada](https://altss.com/profile/oaklins-eastern-canada)
- [Oak Ridge Financial Services Group](https://altss.com/profile/oak-ridge-financial-services-group)

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Last updated: 2026-06-03T20:00:00.000Z

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