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Best Financial Advisors in Albuquerque, NM

Our Recommended Top 18

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Albuquerque Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

137Reviewed

89Curated

18Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Albuquerque, NM
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

Albuquerque, NM

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Albuquerque? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

4801 Lang Avenue Northeast, Albuquerque, NM 87109

Expertise.com Rating

Review Sources

Google
5.0 (4)

Why choose this provider?

Intelligent Investing is a firm based in Albuquerque that specializes in objective financial planning, retirement planning, and investment management. Whether a client needs one-time engagement or lifelong financial planning, the firm's experienced financial advisors can provide assistance. The advisors are experts in goal planning, cash flow/debt management, tax strategies, and estate planning. Intelligent Investing's investment management services include risk tolerance assessment, portfolio diversification, third party administrator selection, and tax planning.

Albuquerque, NM 87110

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Review Sources

Yelp
5.0 (22)

Why choose this provider?

Tardy & Co., PC is a full-service certified public accounting and business consulting firm that is located in Albuquerque, New Mexico. Tardy & Co., PC has been in the industry for more than 25 years. This certified public accounting and business consulting firm specializes in taxes and accounting, business advisory, and estate and trust planning. Tardy & Co., PC brings the fun back to business fundamentals.

6300 Riverside Plaza Lane, Albuquerque, NM 87120

Why choose this provider?

Jose V. Sanchez is a Certified Financial Planner and a Retirement Income Certified Professional who assists in creating a retirement action plan that fits the financial goals of clients in Albuquerque and the neighboring areas. In the industry since 2004, Sanchez offers an education-first and unbiased approach to financial management. Sanchez is a volunteer of Albuquerque Reads and the NM Veterans Integration Center. He has also been featured in several articles such as in Forbes and Business Insider.

  • Insurance Products

2001 Carlisle Boulevard Northeast, Albuquerque, NM 87110

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Review Sources

Yelp
5.0 (22)

Why choose this provider?

Oakmont is a family-owned and family-operated financial advisory firm that serves the Albuquerque metro. With 50 years of industry experience, Oakmont specializes in modern retirement planning. Depending on the clients' needs, the company offers comprehensive financial planning that includes realistic goal setting, planning based on age and not assets, and a personalized estate plan. To educate more people about their finances, Oakmont has a weekly radio show that covers retirement planning and investing, portfolio risk tolerance, taxes, and healthcare.

  • Certified Financial Planner (CFP)

6301 Uptown Boulevard Northeast, Albuquerque, NM 87110

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Serving clients in Albuquerque, The Cates Team at RBC Wealth Management focuses on a disciplined investment process. It handles fixed-income investment, retirement planning, and ESG investing. The team also offers long-term care insurance for clients who want to financially protect themselves later in life. Bill Cates, the senior vice president of The Cates Team, has been in the industry for over 40 years. He is active in various community endeavors like United Way and Roadrunner Food Bank.

  • Estate Planning

5951 Jefferson Street Northeast, Albuquerque, NM 87109

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Charles Stephen has been providing financial planning services to clients in Albuquerque since 1983. It offers various planning strategies to help individuals and businesses with their financial goals. These include business succession, portfolio development, charitable giving, asset protection, and budget planning services. The company was co-founded by Steve Ciepiela, a retirement counselor with over 40 years of experience in the industry. Additionally, Ciepiela has been featured in The Wall Street Journal and The New York Times.

  • Certified Financial Planner (CFP)
  • Retirement Planning

6100 Uptown Boulevard Northeast, Albuquerque, NM 87110

Expertise.com Rating

Review Sources

Google
5.0 (3)
Yelp
5.0 (1)

Why choose this provider?

Portfolio Wealth Advisors is an investment management firm serving clients in Albuquerque. It assists clients in achieving their financial goals through retirement planning, post-retirement income generation, estate and tax reduction strategies, and wealth building. Clients can access its portal that contains performance and tax reports with their computers and mobile devices. Lee Munson established the firm in 2008. He has been featured as a financial market analyst on several networks, such as CNN, Fox Business, and CNBC.

  • Certified Financial Planner (CFP)

6749 Academy Road Northeast, Albuquerque, NM 87109

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Why choose this provider?

Bold Financial Group is an independent full-service wealth management firm that serves clients in Albuquerque. For over 20 years, it has been providing a wide range of financial solutions to individuals, families, and businesses. Its services include financial planning, investment advising, and asset location. It also offers planning and consulting services on retirement, college, and estate matters. The firm's president and co-owner, David L. Gaona, is a Certified Financial Planner with an MBA in Finance.

  • Retirement Planning
  • Tax Preparation

6100 Uptown Boulevard Northeast, Albuquerque, NM 87110

Expertise.com Rating

Why choose this provider?

Altus Wealth Management is a woman-owned and woman-operated firm based in Albuquerque. Serving seniors, business owners, and individuals undergoing life transitions, its team assists in asset allocation, risk management, estate planning, and social security optimization. Furthermore, the financial advisors conduct investment and cash flow analyses and develop retirement plans and tax-efficient strategies. Altus Wealth Management founder Majdah AlQuhtani is a Certified Private Wealth Advisor and Accredited Investment Fiduciary designation holder with two decades of financial services experience.

  • Certified Financial Planner (CFP)

9201 Montgomery Blvd NE, Albuquerque, NM 87111
WebsiteLicense: 159402

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Why choose this provider?

Sandia Wealth Management is a financial advisory firm based in Albuquerque. It offers financial planning services for clients looking to prepare for retirement and grow their investments. Part of the process is understanding the underlying emotions clients have when making investment decisions. With a focus on managing risks and long-term returns, its financial advisors conduct regular rebalances and diversify assets within appropriate classes. Sandia Wealth Management is headed by Peter Lehrman, a CFP and Chartered Financial Analyst with over two decades of experience.

  • Certified Financial Planner (CFP)

8220 San Pedro Drive Northeast, Albuquerque, NM 87113

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Why choose this provider?

John Moore Associates is a team of financial planners and advisors based in Albuquerque. It works with a network of insurance advisors, estate attorneys, business planners, and CPAs in developing financial plans and investment strategies for clients. The firm was established in 1997 by John Moore, a Certified Investment Management Analyst and Certified Kingdom Advisor. He is also a Grief Resource Center of New Mexico founding member. John Moore Associates also has an office in Scottsdale, Arizona.

  • Certified Financial Planner (CFP)

6100 Uptown Boulevard Northeast, Albuquerque, NM 87110

Expertise.com Rating

Review Sources

Facebook
5.0 (7)

Why choose this provider?

Financial Solutions connects with individuals in Albuquerque and helps them create custom financial plans. Its financial advisors provide assistance in navigating passive and active investment strategies and address clients' retirement needs, such as planned withdrawals. They also review familial and personal status to deal with a spouse's death or second marriages and offer applicable insurance options. Philip J. Messuri, the firm's senior advisor and co-founder, began his financial services career in 1996 after a 21-year stint in the US Air Force.

  • Retirement Planning

6565 Americas Parkway, Albuquerque, NM 87110

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Why choose this provider?

Goldman Sachs Personal Financial Management is a wealth management firm in Albuquerque that offers financial planning services to individuals in the area. Established in 2005, it is a national company staffed by more than 240 financial advisors. Its advisors help individual clients live the life they want through dedicated, one-on-one financial planning which includes wealth counseling, investment management, retirement planning, and acquisitions. Other services include wealth management for high-net-worth individuals and institutions, workplace financial planning, and budgeting services.

  • Certified Financial Planner (CFP)
  • Retirement Planning

6605 Uptown Boulevard Northeast, Albuquerque, NM 87110

Expertise.com Rating

Review Sources

Google
4.0 (25)
Yelp
5.0 (3)

Why choose this provider?

Steve Lynch Wealth Management is a firm that has been operating in Albuquerque for 30 years. It assists individuals and businesses with their financial planning needs encompassing college loans, mortgage, debt, retirement, and tax. The process includes an initial consultation and the establishment of necessary recommendations to develop a customized solution for clients' goals. The firm's president, Stephen C. Lynch, is a Certified Financial Planner who served in Operation Desert Shield as a company commander.

  • Estate Planning
  • Retirement Planning
  • Tax Preparation

Attorney Information

Attorney NameBar StatusExperience
Stephen Lynch - PresidentActive27 yrs

4425 Juan Tabo Northeast, Albuquerque, NM 87111

Expertise.com Rating

Review Sources

Google
5.0 (5)

Why choose this provider?

Kevin A. Brown CLU, ChFC, is an investment advisor with Gateway Financial Advisors, Inc., which serves clients in Albuquerque. He assists in developing a financial plan that safeguards their income-earning abilities and manages their investment assets for children's college education and retirement. His clients include people exposed to volatile markets, including dentists, lawyers, individuals who shifted careers, retirees, and inheritance recipients. Kevin also works with Elemental Risk Management, Mapped Out Money, Realtors, and mortgage professionals.

  • Retirement Planning

Albuquerque, NM 87110
WebsiteLicense: 298672

Expertise.com Rating

Why choose this provider?

Envision Wealth Planning helps Albuquerque clients carry out their financial goals based on their vision, lifestyle, family, work, health, and financial well-being. The company assists individuals in planning for retirement, divorce, and college and guides business clients in handling 401K plans. It provides various investing solutions, such as ESG, Envision Wealth Planning RARE™, and Values-Integrated Portfolio™. Envision Wealth Planning's financial insights have been featured by publications such as The Wall Street Journal, Forbes, and the Oxford University Press.

  • Custom Financial Planning
  • Investment Management
  • Financial Planning

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Albuquerque, NMFree Consultation
Intelligent Investing
4801 Lang Avenue Northeast, Albuquerque, NM 87109
Tardy & Co., PC
Albuquerque, NM 87110
Jose V. Sanchez, CFP®
6300 Riverside Plaza Lane, Albuquerque, NM 87120
Oakmont
2001 Carlisle Boulevard Northeast, Albuquerque, NM 87110
The Cates Team
6301 Uptown Boulevard Northeast, Albuquerque, NM 87110
Charles Stephen
5951 Jefferson Street Northeast, Albuquerque, NM 87109
Portfolio Wealth Advisors
6100 Uptown Boulevard Northeast, Albuquerque, NM 87110
Bold Financial Group
6749 Academy Road Northeast, Albuquerque, NM 87109
Altus Wealth Management
6100 Uptown Boulevard Northeast, Albuquerque, NM 87110
Sandia Wealth Management
9201 Montgomery Blvd NE, Albuquerque, NM 87111
John Moore Associates
8220 San Pedro Drive Northeast, Albuquerque, NM 87113
Financial Solutions
6100 Uptown Boulevard Northeast, Albuquerque, NM 87110
Goldman Sachs Personal Financial Management
6565 Americas Parkway, Albuquerque, NM 87110
Steve Lynch Wealth Management
6605 Uptown Boulevard Northeast, Albuquerque, NM 87110
Kevin A. Brown CLU, ChFC
4425 Juan Tabo Northeast, Albuquerque, NM 87111
Envision Wealth Planning
Albuquerque, NM 87110

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What does a financial advisor in Albuquerque do?

    Financial advisors guide individuals and businesses in Albuquerque in attaining their financial goals. Their services usually include retirement planning, investment management, and asset protection. They provide personalized advice, often considering the situation of the local economy, so that clients can make informed decisions that would result in their long-term financial stability.

  • What should one consider when planning for retirement in Albuquerque?

    When planning for your retirement, one of the first things you should take into account is the source of funds. You should have a steady income in order to continue paying for your daily living costs while saving for retirement. Another factor to consider is potential health issues and consequent medical coverage. A financial advisor can help you create a budget and savings plan based on your personal circumstances so that you can retire comfortably in Albuquerque.

  • What is an adjustable-rate mortgage in Albuquerque?

    An adjustable-rate mortgage (ARM) is a type of loan in which the initial interest rate is set below the market rate or lower than a fixed-rate mortgage. The subsequent interest rates, however, may increase over time. Financial advisors in Albuquerque may recommend ARMs to potential homeowners who need a low monthly payment in the first few years or are expecting a higher income in the future.

  • When should one start collecting Social Security benefits in Albuquerque?

    The right time to start collecting Social Security benefits depends on a number of factors, such as your financial position, health condition, and marital status. Generally, the longer you wait, the higher the amount you can collect. Individuals in Albuquerque can enlist the services of a financial advisor who can help determine the best time to collect their benefits based on their personal circumstances.

  • How can one avoid financial scams in Albuquerque?

    Albuquerque's Office of Consumer Protection has some tips for avoiding financial scams. One, you should not pay upfront or in advance for things that fraudsters offer, such as job, debt relief, or loan assistance. Another tip is to be cautious and do an online search of the scammer's number or the product being offered. A third way is to simply hang up the phone if you hear a recorded sales pitch.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.