Laurels

Best Financial
Advisors in
Albuquerque
2020

Why These Financial Advisors?

Our goal is to connect people with the best local experts. 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.

Reviewed Curated Top Picks 137 89 18

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Altus Wealth Management, LLC

Altus Wealth Management, LLC is a full-service financial planning firm located in Albuquerque, New Mexico. Their services include goal setting, cash flow analysis, investment analysis and asset allocation, education planning, estate planning and gifting strategies, tax efficient strategies and general tax planning, retirement planning, and accumulation and distribution stages. Altus Wealth Management, LLC is a Certified Private Wealth Advisor®.

Albuquerque, NM 87110

Website

Baker Wealth Planning Group

The Baker Wealth Planning Group has provided financial advice and helped affluent citizens throughout the Albuquerque area maintain financial wealth for over 25 years. Its clientele includes business owners, retirees, and individuals who have come into sudden wealth. When rendering investment management or providing assistance with financial management, Certified Financial Planner Ron Baker and Baker Wealth Planning Group work closely with every client to help them identify and reach their fiscal objectives.

9798 Coors Blvd NW Bldg D
Albuquerque, NM 87114

Website

Bold Financial Group

Bold Financial Group is an independent full-service financial planning firm located in Albuquerque, New Mexico. With 18 years of industry experience, their services include financial planning, portfolio management, and retirement plan services. Bold Financial Group's financial planning services include asset allocation, investment management, retirement planning, college planning, estate planning, insurance planning, budgeting/debt reduction, and wealth transfer. Bold Financial Group employs Certified Financial Planning® Professionals.

Albuquerque, NM 87109

Website

Charles Stephen and Company, Inc.

Charles Stephen and Company, Inc. is a full-service financial planning firm located in Albuquerque, New Mexico. They have been providing financial and advisory services since 1983. Charles Stephen and Company, Inc. serves successful businesses, affluent families, and individuals. This financial planning firm offers personal retirement planning, business owner planning, company retirement planning, and risk management planning. They also provide free portfolio risk analysis.

Albuquerque, NM 87109

Website

ClariFinancial, LLC

ClariFinancial, LLC is a full-service financial planning firm located in Albuquerque, New Mexico. ClariFinancial, LLC provides financial planning, education, and advocacy. This financial planning firm is a proud member of the Financial Planning Association, New Mexico Estate Planning Council, and more. ClariFinancial, LLC is also associated with the UNM School of Medicine – volunteer faculty, Greater Albuquerque Medical Association, and NM State Medical Society.

Albuquerque, NM 87104

Website

Cole Financial Consulting, LLC

Cole Financial Consulting, LLC is a full-service independent financial planning and investment advisory firm that is located in Sandia Park, New Mexico. Cole Financial Consulting, LLC serves the pre-retirees, retirees, young professionals, widowed/ divorced, and family trustees. This financial planning and investment advisory firm is affiliated with The Garrett Planning Network Inc. and with the CFA Institute. Cole Financial Consulting, LLC is a Certified Financial Planner™.

Sandia Park, NM 87047

Website

Crow Financial Advisors

Crow Financial Advisors is an independent registered investment advisory firm located in Albuquerque, New Mexico. This investment advisory firm was established in 1978. Crow Financial Advisors works as an investment manager for individuals and institutions, offering personalized investment strategies, innovative downside protection, trustworthy advisors with integrity, engineered risk, and financial peace-of-mind. Crow Financial Advisors has earned a 5 out of 5 rating on Paladin Registry.

Albuquerque, NM 87113

Website

First American Financial Advisors, Inc.

First American Financial Advisors, Inc. is a full-service advisory firm that is located in Albuquerque, New Mexico. First American Financial Advisors, Inc. was established in 1985. Their services include investment advisory, retirement planning and financial advisory on taxable financing. First American Financial Advisors, Inc. is a registered investment advisory firm and a registered municipal advisory firm.

Albuquerque, NM 87110

Website

Forthright Financial Planning, LLC

Forthright Financial Planning, LLC is a full-service financial planning firm located in Albuquerque, New Mexico. Forthright Financial Planning, LLC offers financial planning and investment management. This financial planning firm delivers services customized and tailored to meet the specific needs of each client. The president of Forthright Financial Planning, LLC, Jenny Migdal is a certified financial planner™.

Albuquerque, NM 87112

Website

John Moore & Associates, Inc.

John Moore & Associates, Inc. is a full-service investment advisory firm. Their offices are located in Albuquerque, New Mexico, and Scottsdale, Arizona. John Moore & Associates, Inc. was established on March 7, 1997. This investment advisory firm offers their clients two tracks including wealth management and investment management. John Moore & Associates is an independent registered investment adviser.

Albuquerque, NM 87110

Website

Kirtland Financial Services

Kirtland Financial Services is a full-service investment management and wealth planning firm located in Albuquerque, New Mexico. Their comprehensive wealth management services include financial position, protection planning, investment planning, tax planning, retirement planning, and estate planning. Their personalized service offerings include an annual review with access to their entire team for periodic questions or needs, timely research and updates on markets or economic trends, and 24-hour online access to the client’s account. Kirtland Financial Services is committed to serving the client.

Albuquerque, NM 87108

Website

Meridian Wealth Advisors, LLC

Meridian Wealth Advisors, LLC is a full-service financial advising firm located in Albuquerque, New Mexico. Meridian Wealth Advisors, LLC was founded by Scott Floersheim in 2006. This financial advising firm specializes in retirement planning and wealth management. Meridian Wealth Advisors, LLC is a Certified Financial Planner, CPA Personal Financial Specialist, and CPA Certified in Financial Forensics.

Albuquerque, NM 87122

Website

MGM, LLC

MGM, LLC is a full-service financial advisor located in Albuquerque, New Mexico. Their team is comprised of expert wealth management and planning advisors. MGM, LLC helps customize planning solutions for their customers. They are responsive, committed to outstanding service and care about the investors' financial peace-of-mind. MGM, LLC is a registered financial advisor.

Albuquerque, NM 87109

Website

Retirement & Legacy Solutions

Retirement and Legacy Solutions is a full service independent financial services and investment advisory company located in Albuquerque, New Mexico. The company's team understands there’s nothing quite as peaceful as knowing that their clients' families and finances are in good hands with a company that can be trusted. Their services include investment management, investment analysis, financial planning, estate and inheritance, and more. Retirement and Legacy Solutions has developed and adheres to a 7-principal Standard of Care that is used with each client.

Albuquerque, NM 87110

Website

Retirement Extender®

Retirement Extender® is a full-service financial planning firm located in Albuquerque, New Mexico. Retirement Extender® specializes in financial planning, retirement planning, IRA, investment management, risk management, and tax planning. They are certified personal finance specialists. Retirement Extender® employs CPAs with the PFS credentials who have all undergone training to handle all aspects of the client’s financial plan. Retirement Extender® has 98% customer retention rate.

Albuquerque, NM 87109

Website

Stephen Madeyski Financial Planning, LLC

Stephen Madeyski Financial Planning, LLC is a full-service financial planning firm located in Albuquerque, New Mexico. Their financial planning services include retirement planning, investment advice, college funding, debt reduction, tax planning, estate planning, and risk analysis. Stephen Madeyski Financial Planning, LLC has never accepted commissions, sold investment or insurance products, or required a minimum level of assets or income.

Albuquerque, NM 87109

Website

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