We Have Listed The Top 10 Financial Advisors In Albuquerque To Help You Choose The Best Professional For Your Needs.
Address: 6605 Uptown Blvd NE Ste 330 Albuquerque NM 87110
Phone: 505-881-7526
Website: https://www.stevelynchwealth.com/
At Steve Lynch Wealth Management in New Mexico, we believe that everyone can benefit from a little money management and planning—however, not all financial professionals you meet with are equal. 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. Speak with our Albuquerque financial advisor team today to get started on your journey towards peace of mind. Saving money for a rainy day is one thing—saving money so you can retire with confidence—that’s something else entirely. More and more people are working far past retirement age because they don’t have enough to cover monthly expenses such as mortgage and property taxes, food, medicine, and more. At Steve Lynch Wealth Management, it’s our goal to help people from coast to coast plan early, save often, and create a financial future that will allow them to retire comfortably. We have no account minimums and work with you to understand your goals, your budget, and your lifestyle to create a plan that fits your specific needs, not someone else’s. You’re not alone—financial planning, retirement planning—they are complicated, but we take pride in making it easier for you. It's time to let go of POOR excuses - contact our Albuquerque retirement planner today and see how we can help enrich your future! For the past 30 years, we have been helping families, individuals, and businesses plan for their financial and retirement goals. We work hard to make this complicated process as simple as possible. By working alongside you every step of the way, we help you make the right decisions to meet your goals. We believe that with proper financial planning everyone can reach their financial goals. We work directly with you to come up with a personalized plan that meets your needs. You do not need to be wealthy. You simply need to start and we are that starting point. As a Certified Financial PlannerTM Professional, Steve is trained and educated to handle all aspects of your finances. We tell clients that they are the CEO and we are their CFO who helps to ensure that they make proper decisions and investment choices. We answer to our clients.
Address: 2001 Carlisle Blvd NE, Ste D Albuquerque, NM 87110
Phone: 505-821-6966
Website: https://oakmontadvisory.com/
Oakmont is an Albuquerque-based financial advisory practice with a rich history spanning nearly half a century. During that time, its founder, Ralph Hicks, has navigated every kind of market condition; celebrating his client’s greatest victories while guiding them through the market’s worst downturns. His knowledge and experience is an invaluable resource for employees and clients alike, providing deep insight to Oakmont’s goal-driven financial planning strategies. Oakmont is, first and foremost, a family business. Ralph has instilled in his sons, David and Mike, the wisdom, tenacious work ethic and desire to help others that fueled Oakmont’s success over the last five decades. By educating and empowering their clients to effectively manage their finances, David, Mike, and the supporting internal team hope to preserve Ralph’s legacy and continue to be the driving force behind Oakmont’s primary mission—helping their clients achieve their financial goals before and after retirement. Since its inception nearly 50 years ago, Oakmont has helped countless investors regain control of their financial future, finding peace of mind in retirement and living the life they’ve always dreamed of. The next evolution of the firm draws on the collective knowledge of its past, leverages the cutting-edge investment strategies of today, and alongside its loyal clients, looks toward the bright future of tomorrow. “Over the years, I’ve learned that most retirees have two main concerns. They want to know if they have enough to retire, and if they are at risk of great market loss. At Oakmont, we resolve these problems once and for all.”
Address: 3901 Georgia St. NE Suite A-3 Albuquerque, NM 87110
Phone: 505-798-6947
Website: https://www.financialwomenabq.com/
Morada Wealth Partners serves women, in every curve of life, and the men who support them. Every woman is individual and independent, regardless of her relationship status or financial position. We believe women demand a different approach to financial well-being, value the highest commitment to service and ongoing communication, and appreciate the attention to detail we consistently deliver. Inflation - Back to the Future Even low inflation rates over an extended period of time can impact your finances in retirement. When to Self-Insure Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails? Pullbacks, Corrections, and Bear Markets Pullbacks, corrections, and bear markets are all a part of the investing cycle. When the market experiences volatility, it may be a good time to review these common terms. How the Federal Reserve Works Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system. How to Conquer the World - 5 Financial Strategies for Savvy Learn more about women taking control of their finances with this infographic. Year-End Charitable Gifting and You This article may help you maximize the benefits of your donation for your chosen charity.
Address: 4425 Juan Tabo NE Suite 101 Albuquerque, NM 87111
Phone: 505-238-9440
At our firm, we focus on helping members of the Y.O.Y.O. economy – as in You’re On Your Own. Growing up, both sets of my grandparents owned their own business. My maternal grandfather had polio as a kid and he and my grandmother sold fruit out of their garage. My paternal grandparents owned a shop where they sold Native American jewelry, art and fireworks. My dad was a travelling salesman and my mother was a nurse. I’ve always been aware of how difficult it is for people without access to sponsored retirement plans to create enough wealth and savings to support them through retirement. When I started my practice, I realized I could help people who were on their own. Our mission is to help members of the Y.O.Y.O. economy achieve financial independence and feel confident in their financial futures. We do this by protecting their ability to earn an income and creating an asset management plan that will generate creating retirement income that lasts as long as they do. We also focus on helping our clients leave a lasting legacy. You may find yourself on your own because of your profession or life transitions such as a job change, retirement or receiving an inheritance. You may be on your own, but you don't have to do it alone. We are here to help.
Address: 6565 Americas Parkway NE Suite #200 Albuquerque, New Mexico 87110
Phone: 505-298-4040
Website: https://www.merceradvisors.com/locations/albuquerque-financial-advisors/
Mercer Advisors has over 35 years of experience in financial planning and wealth management services, spanning investment management, retirement planning, estate planning, corporate trusts, tax planning and preparation, and more. We’ll match you with a wealth advisor in Albuquerque that best fits your needs. Our financial advisors strive to understand your financial situation and guide you on the path to help grow your wealth, attain Economic Freedom™, and succeed in your life journey. Our Albuquerque financial advisors specialize in helping individuals, families, foundations, endowments, and businesses with comprehensive wealth management services including: - Retirement planning - Trusts and estate planning - Tax planning and return filing - Insurance analysis - Long term care / Medicare planning - Company retirement plans - Social Security optimization - Tax-efficient investing - Socially responsible investments - Foundations & non-profits - Donor advised funds & charitable trusts - Education / college planning - Cash flow / budget optimization Our office serves clients who live in New Mexico as well as across the US. Whether it’s socially responsible investing (SRI), the complexity of executive compensation and equity plans, or retirement and tax strategy, our team focuses on what is important to our clients’ lives, and the goals they want to achieve. With the many twists and turns our lives take, like having families, changing jobs, or preparing for retirement, our advisors can help you stay on track to achieve Economic Freedom™.
Address: 7425 Jefferson St NE Albuquerque, NM 87109
Phone: 505-998-3200
Website: https://www.redw.com/
Whatever issues you face, REDW has the accounting and business specialists you need, when you need them. What sets us apart from your average accounting firm is our pro-active, hands-on approach. Our team of advisors tackle challenges head-on, looking for new, inventive ways to solve every business, financial, and regulatory problem more proactively and efficiently. That means you can leave the accounting and regulatory problems to us while you go grow your business and help your organization succeed. Ensuring inclusiveness in our workplace is more than just the right thing to do in a region known for its ethnic and cultural diversity. It’s the smart thing to do. A diverse workforce brings fresh ways of thinking and approaching challenges. Which makes for a stronger, more robust business — for us and our clients. Our team members step up every day to improve the communities in which we live and work. They actively support a broad range of public service organizations not just financially, but with roll-up-your-sleeves hard work, contributing personal time and effort to a variety of worthwhile causes. And not because it’s the expected thing to do, but because it’s the right thing to do.
Intelligent Investing Inc., is a Registered Investment Adviser with the State of New Mexico. Our business operates as a fee-only or hourly rate, independent, objective financial planning, retirement planning and investment management firm serving each and every one of our clients in a fiduciary capacity. Notably, as fiduciaries, we put your interests first, without any undue influence from outside third parties. Intelligent Investing sells no products; as such, we do not receive commissions or payments from third parties for recommending a particular investment or product. As an Intelligent Investing client, you are no longer alone to figure out your financial future. We are here to help organize, coordinate, and guide you through all of the complex aspects of your financial life. We are there with you every step of the way. FIRST, WE BOTH DEFINE THE RELATIONSHIP We want to meet with you and make sure our services are a fit with your needs. If so, we will establish a written agreement so all parties understand the scope of services to be provided. SECOND, A LITTLE (OR A LOT OF) GOAL EXPLORATION We get to know each other pretty well throughout our process. During this phase we generally gather information via one-on-one meetings, through informational forms, and from phone calls to better understand your history and values, as well as, your priorities and preferences. THIRD, FINANCIAL DOCUMENT/INFORMATION GATHERING AND COLLECTION We know it can be hard to talk about your finances. Accordingly, our firm incorporates a confidentiality clause within our investment adviser agreement regarding the protection of your sensitive information. We will ask you to complete one or more questionnaires and provide copies of relevant documents, such as: tax returns, bank statements, credit card statements, employee benefit plan documents, insurance policies, investment statements, estate planning documents, etc.
Address: 5130 Masthead. St. NE Suite C Albuquerque, NM 87109
Phone: 505-242-8885
Website: https://www.davisadvisorygroup.com/
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach in helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.
Address: 6100 Seagull St. NE Suite B-205 Albuquerque, NM 87109
Phone: 505-515-6427
Website: https://www.avatrinefinancial.com/
After being in the health and financial services industry for over 15 years, I noticed a crucial need for professionals to offer their clients sound, well-rounded advice. In the corporate offices where I worked, we were only able to bring our clients specialty knowledge. At Avatrine Financial, we work together with experts in a wide range of financial services. I believe that we can grow together when we work in unison as a community. That is why I partner with businesses that offer a specialty niche—to give my clients the best advice. When people are in the process of setting up their finances, often times, they will go to many different professionals to get advice. I want the advice to be accessible to everyone. I have figured out how to offer a wide range of expertise on a smaller scale. At Avatrine, we only partner with professionals that do not have a minimum. Our partners all have strong integrity and ethics, and they make it a priority to complete a certain amount of pro bono work each year. We function as a team to make sure that we give our clients the absolute best advice at all times. Nowhere have I seen a business able to provide this service to their clients. As financial advisors, I believe that we are doing a disservice to our clients by not offering the entire scope of choices. At Avatrine Financial, we are passionate about advocacy. It is important for us to partner with others who understand the impact of advocacy; we partner with professionals who share our passion and are advocates as well. We are part of a diverse network of professionals that not only offer great financial services but also understand how pivotal we can be in molding legislation and the direct impact we have on people’s lives in our community. Foremost, at Avatrine Financial, we love helping the people of New Mexico create strong financial plans. We pride ourselves on building effective relationships not only with our clients but with our partners as well, enabling us to offer solid, well-rounded advice. There is nothing more important to us than creating a secure foundation for you and your family’s future. We are here to help!
Address: 9400 Holly Ave NE, Bldg #4 Albuquerque, NM 87122
Phone: 505-839-0224
Website: https://legacyfg.net/
Legacy Financial Group was established with one mission: to help our clients align their financial goals with what they value most. Our experience has taught us that it is not about how much you accumulate in life, but how you Live Your Dash. Through trust and empathy, our team is dedicated to creating a plan that allows you to live your life with purpose. Legacy Financial Group advisors are fiduciaries for advisory products. Being a fiduciary binds us both legally and ethically to act in your best interest with a duty to preserve good faith and trust. Legacy Financial Group is an independent financial planning firm. We are not beholden to any one company. The day you were born and the day you leave this earth are separated by a single dash. What matters most is how you live, and love, and how you spend your time on earth. The Dash is small but symbolizes your entire life. Our mission is to create a plan that empowers you to truly live a life that is about more than money! Our goal is to apply true meaning to your wealth. Whether you have goals of traveling to your dream destination or supporting a cause close to your heart, our experienced team is ready to help. Through an initial Legacy Interview, we’ll help you realize what is truly important to you and your family, so you can lead a life that is about more than money.