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Choosing the right financial advisor in Albuquerque is one of the most important steps toward achieving your financial dreams. Whether you’re focused on retirement planning, investment growth, or protecting your assets, Albuquerque’s top financial professionals bring specialized knowledge of the local economy along with solutions designed just for you.
What makes these advisors exceptional is their dedication to understanding your unique situation—they listen to your goals, assess your risk tolerance, and craft strategies that align with your vision. With expertise in areas like tax optimization, estate planning, and wealth building, Albuquerque’s leading financial advisors provide the clarity and confidence you need in today’s complex financial world.
If you’re ready to make smart decisions about your money—from buying a home to preparing for retirement—these respected Albuquerque firms offer the reliable guidance you can count on. Take the first step toward financial peace of mind today.
Financial Advisors in Albuquerque to Consider
- HS Wealth Partners
- Winslow Wood & Associates LLC
- Oasis Financial Solutions
- Jackson & Associates
- Ornelas Financial Services Inc
- David Wharram
- Kivi Financial Group
- L&C Retirement Income Planners Inc.
- Womack Wealth Management
- Gallagher Wealth Management
1. HS Wealth Partners
HS Wealth Partners is a dedicated financial advisory firm committed to helping clients navigate the complexities of wealth management with tailored strategies. Located at 316 Osuna Rd NE, Albuquerque, NM 87107, the firm provides expert guidance in investment planning, retirement solutions, and estate preservation to ensure long-term financial success. Their team of seasoned advisors works closely with clients to understand their unique goals and craft personalized plans that align with their aspirations. With a focus on transparency and trust, HS Wealth Partners strives to deliver clarity and confidence in every financial decision.
Services: Wealth Management, Retirement Planning, Estate Planning
Address: 316 Osuna Rd NE, Albuquerque, NM 87107
Phone: (505) 717-1831
Website: HS Wealth Partners
Contact: tony@hswealthpartners.com
2. Winslow Wood & Associates LLC
Winslow Wood & Associates LLC is a trusted financial planning firm specializing in comprehensive wealth management and retirement strategies. Based at 6759 Academy Rd NE, Albuquerque, NM 87110, the firm offers personalized advisory services designed to help clients achieve financial security and independence. Their experienced team provides expertise in investment management, tax planning, and legacy preservation to support clients at every life stage. Committed to a client-first approach, Winslow Wood & Associates LLC ensures that each financial plan is tailored to individual needs and long-term objectives.
Services: Financial Planning, Investment Management, Tax Strategies Address: 6759 Academy Rd NE, Albuquerque, NM 87110 Phone: (505) 880-1646 Website: Winslow Wood & Associates Contact: ltiemann@winslowwoodllc.com
3. Oasis Financial Solutions
Oasis Financial Solutions is a leading financial advisory firm focused on delivering customized wealth management and retirement planning services. Located at 6301 Indian School Rd NE Suite 900, Albuquerque, NM 87110, the firm helps clients build, protect, and grow their wealth through strategic financial solutions. Their team of knowledgeable advisors specializes in investment strategies, risk management, and income planning to ensure sustainable financial health. With a commitment to integrity and personalized service, Oasis Financial Solutions empowers clients to make informed decisions for a secure future.
Services: Wealth Management, Retirement Planning, Risk Management Address: 6301 Indian School Rd NE Suite 900, Albuquerque, NM 87110 Phone: (505) 807-9400 Website: Oasis Financial Solutions Contact: carol@oasis-fs.com
4. Jackson & Associates
Jackson & Associates is a respected financial advisory firm dedicated to helping clients achieve their financial goals through comprehensive planning and investment management. Headquartered at 3701 Paseo Del Norte NE, Albuquerque, NM 87113, the firm offers tailored solutions in retirement planning, tax optimization, and wealth preservation. Their team of skilled advisors takes a holistic approach, ensuring clients receive strategies aligned with their personal and financial aspirations. Known for their client-centric philosophy, Jackson & Associates prioritizes education and long-term relationships to foster financial confidence.
Services: Retirement Planning, Tax Optimization, Investment Management Address: 3701 Paseo Del Norte NE, Albuquerque, NM 87113 Phone: (505) 944-8404 Website: Jackson & Associates Contact: richard@jacksonrfw.com
5. Ornelas Financial Services Inc
Ornelas Financial Services Inc is a trusted financial planning firm specializing in retirement income strategies and wealth management solutions. Based at 5201 Valentino St NW, Albuquerque, NM 87120, the firm assists clients in navigating financial challenges with personalized advice and disciplined investment approaches. Their experienced advisors focus on creating sustainable income plans, minimizing tax burdens, and protecting assets for future generations. With a reputation for reliability and expertise, Ornelas Financial Services Inc helps clients transition into retirement with confidence.
Services: Retirement Income Planning, Wealth Management, Tax Efficiency Address: 5201 Valentino St NW, Albuquerque, NM 87120 Phone: (505) 888-0196 Website: Ornelas Financial Services Contact: jornelas@ornelasfinancial.com
6. David Wharram
David Wharram is a financial advisor providing personalized wealth management and retirement planning services to individuals and families. Operating from 9400 Holly Ave NE, Albuquerque, NM 87122, he emphasizes goal-based financial strategies, risk management, and legacy planning to secure clients’ futures. With a client-focused approach, David Wharram ensures that each plan reflects the unique needs and values of those he serves. His expertise in investment management and tax-efficient strategies helps clients maximize their financial potential.
Services: Wealth Management, Retirement Planning, Tax-Efficient Investing Address: 9400 Holly Ave NE, Albuquerque, NM 87122 Phone: (505) 920-9141 Website: David Wharram Contact: david.wharram@lpl.com
7. Kivi Financial Group
Kivi Financial Group is a financial advisory firm dedicated to helping clients achieve financial independence through comprehensive planning and investment strategies. Located at 8205 Spain Rd NE, Albuquerque, NM 87109, the firm offers expertise in retirement planning, estate preservation, and tax-efficient wealth management. Their team of advisors works collaboratively with clients to develop customized plans that align with their life goals and risk tolerance. Committed to education and transparency, Kivi Financial Group empowers clients to make informed financial decisions.
Services: Retirement Planning, Estate Planning, Investment Management Address: 8205 Spain Rd NE, Albuquerque, NM 87109 Phone: (505) 344-2450 Website: Kivi Financial Group Contact: ingrid@kivifinancial.com
8. L&C Retirement Income Planners Inc.
L&C Retirement Income Planners Inc. specializes in helping clients create stable and sustainable retirement income strategies. Based at 4801 Lang Ave NE UNIT 110, Albuquerque, NM 87109, the firm focuses on minimizing financial risks while maximizing income potential during retirement. Their advisors provide personalized guidance on Social Security optimization, pension planning, and tax-efficient withdrawals. With a mission to deliver peace of mind, L&C Retirement Income Planners Inc. ensures clients enjoy their retirement years without financial stress.
Services: Retirement Income Planning, Social Security Optimization, Tax Efficiency Address: 4801 Lang Ave NE UNIT 110, Albuquerque, NM 87109 Phone: (505) 798-2592 Website: L&C Retirement Income Planners Contact: landcretirementplanners@gmail.com
9. Womack Wealth Management
Womack Wealth Management is a financial advisory firm committed to helping clients build and preserve wealth through disciplined investment strategies. Located at 6565 Americas Pkwy # 111, Albuquerque, NM 87110, the firm offers services in retirement planning, estate planning, and risk management to ensure comprehensive financial security. Their team of advisors takes a proactive approach, adapting strategies to changing market conditions and client needs. With a focus on long-term relationships, Womack Wealth Management provides clarity and confidence in financial decision-making.
Services: Wealth Management, Retirement Planning, Estate Planning Address: 6565 Americas Pkwy # 111, Albuquerque, NM 87110 Phone: (505) 888-9449 Website: Womack Wealth Management Contact: charlesw@womackwm.com
10. Gallagher Wealth Management
Gallagher Wealth Management is a financial advisory firm offering tailored solutions for wealth accumulation, preservation, and distribution. Headquartered at 5600 Eubank Blvd NE, Albuquerque, NM 87111, the firm provides expertise in investment management, retirement planning, and tax strategies to optimize clients’ financial outcomes. Their advisors prioritize education and collaboration, ensuring clients understand every aspect of their financial plan. With a commitment to excellence, Gallagher Wealth Management helps clients navigate complex financial landscapes with confidence. Services: Investment Management, Retirement Planning, Tax Strategies Address: 5600 Eubank Blvd NE, Albuquerque, NM 87111 Phone: (505) 888-5070 Website: Gallagher Wealth Management Contact: sara.beltrancaro@lpl.com
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