Oak Mountain Partners

Plan for Life.

We help you gain financial clarity through customized financial planning and investment management, ensuring your money aligns with your life.

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Feel great about your money.

We are committed to empowering your financial journey with confidence and clarity. We want you to have confidence in your financial plan

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Our Process

Understand your Financial Situation

Our journey together begins with an exploration of your current financial situation and personal goals. This initial phase is dedicated to understanding you and your family.

Goal Setting and Strategic Planning

We transition to setting realistic and meaningful goals. This step involves aligning your resources with your dreams and ambitions, laying the groundwork for actionable strategies.

Implementation and Ongoing Partnership

This is a collaborative effort where we both understand our roles and implement the plan. We commit to a long-term partnership, regularly reviewing your plan and make adjustments.

Our Services

We specialize in financial planning, advice, and investment management. We believe that the best way to give you the highest chance of success through financial planning and implementation.

Comprehensive Financial Planning

$600 initial setup | $100 per month

Advanced Financial Planning

Starting at $6,500 per year

Investment Management

1% on accounts under $2,000,000
0.75% between $2M and $5M
0.50% between $5M and $10M
0.25% on amounts above $10M

Client Log In.

We use RightCapital to make it easy for you to understand where you stand whenever you want. Log in to your portal or download the app.

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Office Hours

Greenville, South Carolina

(864) 209-1199

Monday to Friday

9:00 am to 5:00 pm

Closed Saturday and Sunday

hello@figplanning.com

ADV Part 2A

Form CRS

Oak Mountain Partners, LLC [“OMP”] is a registered investment advisor offering advisory services in the States of South Carolina and Alabama, and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.

Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Oak Mountain Partners, LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

OMP does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall Oak Mountain Partners be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if OMP or a OMP authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.