Best Financial Advisors in Albuquerque

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.

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.

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.

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.

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.

Forthright Financial Planning LLC provides its services in the Albuquerque metro. It offers financial counseling to different clientele such as small business owners, newlyweds, retirees, and widows. It helps clients create portfolios that can include mutual funds, exchange-traded funds, limited partnerships, alternative assets, and individual stocks and bonds. The company believes that investments are for the long term and addresses issues before proceeding. The firm's president, Jenny Migdal, provides customized solutions to meet the needs of her clients. She is also a Certified Financial Planner.

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.

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.

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.

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.

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.

Meridian Wealth Advisors, LLC, serves the Albuquerque metro and nearby areas. The firm offers fiduciary retirement advice that covers financial goal-setting, pension income determination, investment allocation, and medicare claiming. The six-step retirement planning process includes discussion, presentation, implementation, and progress monitoring. It focuses on accumulation, protection, and transfer of wealth. Scott Floersheim, owner and sole advisor of the firm, is a Certified Financial Planner and member of the National Association of Personal Financial Advisors.

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.

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.

Founded in 2012, Retirement Extender is a financial advisory firm headquartered in Albuquerque. It offers a range of wealth management solutions to business owners, executives, and affluent and moderately affluent families throughout the metro. The firm's wealth advisors provide portfolio management services. In addition, they plan taxes, estates, education, and charitable support. The company's managing member, Steven Margulin, has earned designations as a Certified Financial Planner and a Chartered Financial Consultant. Margulin is also a Certified Public Accountant.

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.

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.

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.

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.