After 30 years in senior roles within the financial services industry with Fidelity Investments, John Hancock, and Sun Life Financial, Peter undertook a year of research into the affluent marketplace. During the course of his research, the same themes emerged: investors were seeking a financial advisor who could offer experience, trust, outstanding client service, and additional services such as estate and retirement planning. As a result, Peter, with his partners, founded Oakmont Partners to provide a comprehensive investment and lifestyle management service that would address the individual needs of each investor and his or her families. Peter's many years of experience in personal trust services, capital markets, mergers and acquisitions, hedge funds, and private equity markets provide an unparalleled resource for all of Oakmont’s clients.

"Oakmont Partners was founded in response to a strong need for a truly relationship-based, full service personal wealth management firm. Our clients are like family and, along with managing their assets successfully, we help them manage all types of lifestyle issues and endeavors."
—Peter Mawn

617-227-3170