Connect with Top-Rated Financial Planners in Albuquerque!

Oakmont Advisory Group, LLC is a boutique financial advisory firm that provides investment management, financial planning, estate, tax, and healthcare guidance to individuals who are retired or close to it. We specialize in working with people who have a retirement nest egg of at least $300,000 and prefer to delegate their wealth management. Our team uses a proprietary process called Retirement Design to optimize every aspect of their life through personalized financial planning and guidance. We offer a fee-based model, which means our fees depend on the level of assets under advisement. Our mission is to provide clients with peace of mind and help them enjoy their retirement stress-free.

Charles Stephen is a financial planning firm focused on helping entrepreneurs, business owners, and specialists navigate their financial futures. Our services include asset management, retirement planning, and income protection, designed to ensure our clients' financial security and stability. From helping our clients create a financial plan that will protect their ability to earn an income, manage their investment assets for retirement and college education, have an income in retirement that lasts as long as they do and leave a legacy for their families.

Portfolio Wealth Advisors is a wealth management firm that provides comprehensive financial planning and investment management services to individuals. Our approach is customized to each client's unique goals and situation. We believe that investors deserve a personalized approach that helps them achieve their financial objectives. With our expertise, you can achieve the retirement of your dreams and live the life you intend. Our services include investment management, comprehensive financial planning, and portfolio management. We also offer free consultations to determine how you can retire to a lifestyle you deserve.

Crow Financial Advisors is a Registered Investment Advisor with over two decades of experience and has earned the reputation as trustworthy advisors with integrity. We work for our clients and are incented to grow their portfolios. We don't earn money from product sales, allowing us to invest in what makes sense for our clients. We utilize proprietary technical analysis to determine what stocks to buy and when, and our WHAT'S YOUR RISK NUMBER Risk Analysis tool quantifies each client's risk tolerance. We design or redesign a portfolio to match that tolerance level.

At Steve Lynch Wealth Management, we believe that everyone can benefit from a little money management and planning. As a CERTIFIED FINANCIAL PLANNER Professional, Steve Lynch and his team have the unique knowledge, training, and experience to provide a level of financial guidance that will help change how you handle your money, and could ultimately, improve your life. From wealth management to planning for the unexpected, there's no better time to take control of your future. Our goal is to help people from coast to coast plan early, save often, and create a financial future that will allow them to retire comfortably.

REDW Financial Advisors & CPAs is a premier financial advising and accounting firm offering a comprehensive array of services to help organizations become more vital. Our team of experts provides financial advising, accounting, tax, valuation, and wealth management services to clients across various industries. Our team is committed to embracing new ideas and providing trusted expertise across an array of integrated advisory services, including software solutions, HR consulting, forensic & dispute advisory, business valuation, and cybersecurity.

Sandia Wealth Management is a fee-only registered investment advisory firm providing wealth management, retirement, and financial planning services to individuals, trusts, and retirement plans. With over 30 years of experience, the firm is located in Albuquerque, New Mexico, and offers a unique approach to wealth management by focusing on risk management and emotional intelligence. Our expert team, led by President Peter Lehrman, CFA, CFP, works closely with clients to create personalized plans tailored to their individual needs and goals. By prioritizing education and transparency, Sandia Wealth Management helps clients make informed investment decisions and achieve their long-term financial objectives.

At Cal Willis Wealth Management, we are committed to providing you with informed perspectives to help you meet your needs and create customized plans to overcome your challenges. Financial Planning, Retirement Planning, and Estate Planning are the key focus to our comprehensive wealth management services. We start with identifying your short-term and long-term financial goals and building a plan from the ground up to get you on track to achieving them. Our planning process helps our clients plan their portfolio around their real-life goals, dreams, and needs. We dedicate ourselves to consistently work in the best interest of our client's unique financial goals.

Altus Wealth Management is a woman-owned and women-operated financial services firm based in Albuquerque, NM, with an East Coast satellite in Bucks County, PA. We serve a diverse clientele and do business wherever our clients need us to be. Our mission is to deliver to our clients what we demand for ourselves: a client-centric practice, straight talk, prudent management, and just the right amount of contact. We don't just manage money; we manage money for the person. We're told what sets us apart is that we consider our clients, not their money, our most important assets. And that's where we start: with you, and your relationship to money. So that by the time we pick your investments, you're not only comfortable with us, but you are confident your investments align with your values.

Meridian Wealth Advisors, LLC is a fee-only, fiduciary wealth management firm helping individuals and couples in Albuquerque and Central New Mexico plan for retirement and achieve their financial goals. Our team offers personalized financial guidance and customized planning solutions to ensure our clients' financial wellbeing.

Ornelas Financial Services, Inc is a financial planning company based in Albuquerque, New Mexico, specializing in assisting retirees and those about to retire in making informed decisions about their financial futures. The company's goal is to take the mystery out of investing, managing risk, and preserving wealth. With a deep understanding of the industry and extensive carrier relationships, Ornelas Financial Services, Inc helps clients select the best policies at the best prices. The company's services include Medicare Supplemental Insurance, Long Term Care, Retirement Planning, Final Expense Plans, Annuities, and Life Insurance.

Core Financial is a financial planning company that helps individuals in or nearing retirement create personalized financial strategies to give them confidence in their financial future. Our goal is to build long-term relationships with our clients, helping them plan for their financial goals and meet their financial needs with integrity and transparency. We offer a range of services, including insurance and investment products, to help our clients achieve their financial objectives. Our experienced team of financial professionals is committed to earning your trust and helping you make informed financial decisions.

Winslow, Wood & Associates is a comprehensive financial services company providing inclusive financial solutions for individuals. With a focus on life planning, we help clients achieve their long-term financial goals through a range of services, including accumulation, risk management, taxation, and business planning. Our expert team delivers comprehensive financial guidance, with no account minimums, to help individuals create and maintain financial security. By integrating financial services with life planning, we empower clients to achieve their unique goals and values. At Winslow, Wood & Associates, we believe everyone can benefit from our expertise, regardless of account size or financial situation.

Waterway Wealth Management is a small team of financial planners and advisors that complement full living. We exist to have close relationships by being genuine. We believe that financial planning should be a personalized, holistic approach to supporting busy executives with complex wealth management needs. We take the time to get to know our clients, understand their goals, and develop a plan that gives them the freedom to live a full life today. Our team of financial planners and professionals work hard to excel in all we do, and we spend time thinking about the past and the future, so we can redirect our focus into what it means to live a full life today.

Better Money Decisions is a women-owned team of experienced investors and planners who believe in a better way to provide financial guidance. Our continual, collaborative engagement will provide your life with the financial freedom you need. We offer a range of services, including holistic wealth management, investment positioning, cash flow strategies, yearly tax planning, insurance review, estate planning, and financial problem solving and guidance. As a fee-only fiduciary firm, we are solely focused on you and your future. We help our clients gain confidence in their financial decisions and provide a comprehensive 10-step process to ensure their money lasts. Our team of industry thought leaders has helped thousands of families across the country live the lives of their dreams by being an active part of how they manage their money. With our advisors' average experience of 20+ years, we can be your greatest resource in planning for decades to come.