Albuquerque is home to several reputable investment management firms that provide tailored financial solutions to individuals, families, and businesses. Whether you’re seeking retirement planning, wealth management, or personalized investment strategies, these firms offer expertise and fiduciary commitment to help you achieve your financial goals. Below is a list of top investment management firms in Albuquerque worth considering:
- Intelligent Investing Inc.
- Gallagher Wealth Management
- Portfolio Wealth Advisors
- Core Financial
- Altus Wealth Management
- Steve Lynch Wealth Management
- The Renaud Investment Group
- Zanetti Financial LLC
- Financial Solutions Planning and Investments
- Meridian Wealth Advisors
1. Intelligent Investing Inc.
Next Mission Financial Planning (NMFP) is a fee-only, fiduciary financial advisory firm based in Albuquerque, New Mexico. Operating under the name Intelligent Investing, NMFP specializes in comprehensive hourly-rate financial planning, retirement planning, and investment management services. Their approach is grounded in peer-reviewed academic research and financial economic theory, emphasizing low costs, asset allocation, portfolio diversification, tax strategies, and rebalancing. The firm offers personalized financial plans typically spanning 20 to 30 hours, covering topics such as budgeting, emergency funds, beneficiary designations, insurance, healthcare costs, Social Security strategies, and tax planning. Investment management plans are similarly tailored, including the development of an Investment Policy Statement and a detailed implementation plan. NMFP operates transparently, selling no products and receiving no commissions, ensuring that clients’ interests are always prioritized.
🔹 Services: Investment Management, Retirement Planning, Tax Strategies, Financial Planning
📍 Address: 4801 Lang Ave NE UNIT 110, Albuquerque, NM 87109
📞 Phone: (505) 903-1663
🔗 Website: Intelligent Investing Inc.
📧 Contact: dave@mynmfp.com
2. Gallagher Wealth Management
DMG Wealth Management, operating under the name Gallagher Wealth Management in Albuquerque, New Mexico, is a family-focused financial advisory firm dedicated to providing personalized investment management and financial planning services. With over 37 years of experience, the firm employs its proprietary “Double Black Diamond” process to create cohesive and comprehensive financial strategies tailored to each client’s unique needs. As a fee-only practice affiliated with LPL Financial, DMG Wealth Management offers a range of services including retirement planning, estate planning, tax strategies, and risk management, all designed to help clients achieve their financial goals and secure their financial future.
🔹 Services: Investment Management, Retirement Planning, Estate Planning, Tax Strategies
📍 Address: 5600 Eubank Blvd NE, Albuquerque, NM 87111
📞 Phone: (505) 888-5070
🔗 Website: Gallagher Wealth Management
📧 Contact: david.gallagher@lpl.com
3. Portfolio Wealth Advisors
Portfolio Wealth Advisors is an Albuquerque-based, fee-only financial advisory firm that redefines wealth management by offering personalized investment strategies designed to help clients achieve their unique financial goals. Their approach involves customizing a program tailored to each client’s objectives, continuously monitoring and adjusting the portfolio to maximize potential returns, and implementing a unique compensation model that allows clients to retain more of their earnings. This client-centric model emphasizes transparency and alignment of interests, ensuring that clients’ financial success is the firm’s top priority.
🔹 Services: Investment Management, Wealth Management, Financial Planning
📍 Address: 6100 Uptown Blvd NE Suite 540, Albuquerque, NM 87110
📞 Phone: (505) 884-3445
🔗 Website: Portfolio Wealth Advisors
📧 Contact: lee@portfoliollc.com
4. Core Financial
Core Financial is an independent financial advisory firm based in Albuquerque, New Mexico, specializing in personalized retirement planning and investment management services. Founded by Phil Gordley, the firm offers a structured approach to retirement planning, guiding clients through three key steps: scheduling an initial meeting to define retirement goals, assessing current financial situations, and developing customized strategies to achieve desired outcomes. Operating from their office at 6707 Academy Rd NE, Suite B, Albuquerque, NM 87109, Core Financial emphasizes a client-focused, fiduciary approach, ensuring that all advice and strategies are in the best interest of their clients.
🔹 Services: Investment Management, Retirement Planning, Financial Planning
📍 Address: 6707 Academy Rd NE Suite B, Albuquerque, NM 87109
📞 Phone: (505) 821-5566
🔗 Website: Core Financial
📧 Contact: info@corefinancialnm.com
5. Altus Wealth Management
Altus Wealth Management is a woman-owned, fee-only financial advisory firm based in Albuquerque, New Mexico, with an additional office in Bucks County, Pennsylvania. Founded in 2011, the firm serves a diverse clientele, including individuals, families, businesses, and organizations, providing comprehensive financial planning and wealth management services. Their offerings encompass investment management, retirement planning, estate planning, tax strategies, insurance, and social security optimization. Altus Wealth Management emphasizes a client-centric approach, aiming to treat clients like family and prioritize their financial well-being. The firm is affiliated with Cetera Advisor Networks LLC, a registered investment advisor and broker/dealer, ensuring access to a wide range of financial products and services.
🔹 Services: Investment Management, Retirement Planning, Estate Planning, Tax Strategies
📍 Address: 2201 San Pedro Dr NE Bldg 25, Albuquerque, NM 87110
📞 Phone: (505) 977-2000
🔗 Website: Altus Wealth Management
📧 Contact: petrita@altus360.com
6. Steve Lynch Wealth Management
Steve Lynch Wealth Management provides personalized financial and investment management services to clients in Albuquerque. The firm focuses on creating tailored strategies to help individuals and families grow and protect their wealth. With expertise in retirement planning and asset management, they prioritize long-term financial security. Their client-centered approach ensures that each plan aligns with unique goals and risk tolerance. Steve Lynch Wealth Management is committed to transparency and fiduciary responsibility in all advisory services.
🔹 Services: Investment Management, Wealth Management, Financial Planning
📍 Address: 6605 Uptown Blvd NE #330, Albuquerque, NM 87110
📞 Phone: (505) 881-7526
🔗 Website: Steve Lynch Wealth Management
📧 Contact: sclynch@stevelynchwealth.com
7. The Renaud Investment Group
The Renaud Investment Group offers comprehensive investment management and financial planning services in Albuquerque. Their team specializes in retirement strategies, helping clients navigate complex financial decisions with confidence. They emphasize a disciplined, research-driven approach to portfolio construction and wealth preservation. Clients benefit from customized plans that address tax efficiency and legacy planning. The firm is dedicated to building long-term relationships based on trust and results.
🔹 Services: Investment Management, Financial Planning, Retirement Strategies
📍 Address: 5911 Jefferson St NE suite a, Albuquerque, NM 87109
📞 Phone: (505) 875-0275
🔗 Website: The Renaud Investment Group
📧 Contact: gracie@renaudinvest.com
8. Zanetti Financial LLC
Zanetti Financial LLC provides expert investment management and retirement planning services to Albuquerque residents. The firm focuses on creating tax-efficient strategies to maximize clients’ financial growth. Their holistic approach includes risk assessment, estate planning, and income distribution strategies. Clients receive personalized attention to ensure their financial goals are met with clarity and precision. Zanetti Financial LLC prides itself on integrity, education, and proactive financial guidance.
🔹 Services: Investment Management, Retirement Planning, Tax Strategies
📍 Address: 5130 San Francisco Rd NE Suite A, Albuquerque, NM 87109
📞 Phone: (505) 250-3754
🔗 Website: Zanetti Financial LLC
📧 Contact: greg@zanettifinancial.com
9. Financial Solutions Planning and Investments
Financial Solutions Planning and Investments delivers tailored wealth and investment management services to clients in Albuquerque. Their advisors work closely with individuals to develop strategies for financial independence and legacy building. The firm emphasizes diversified portfolios, disciplined rebalancing, and goal-based planning. They cater to professionals, retirees, and business owners seeking comprehensive financial solutions. Transparency and fiduciary responsibility are core principles of their practice.
🔹 Services: Investment Management, Financial Planning, Wealth Management
📍 Address: 5203 Juan Tabo Blvd NE STE 2C, Albuquerque, NM 87110
📞 Phone: (505) 798-6941
🔗 Website: Financial Solutions Planning and Investments
📧 Contact: Travis@lakeridgeWM.com
10. Meridian Wealth Advisors
Meridian Wealth Advisors offers strategic investment management and retirement planning services in Albuquerque. Their team specializes in estate planning, tax optimization, and multi-generational wealth preservation. Clients benefit from customized portfolios designed to align with their risk tolerance and life goals. The firm takes a proactive approach to adapting strategies as financial markets and personal circumstances evolve. Meridian Wealth Advisors is committed to fostering financial confidence and security for every client.
🔹 Services: Investment Management, Retirement Planning, Estate Planning
📍 Address: 9400 Holly Ave NE bldg 4, Albuquerque, NM 87122
📞 Phone: (505) 828-2220
🔗 Website: Meridian Wealth Advisors
📧 Contact: scott@mwanm.com
Choosing the right investment management firm is crucial for securing your financial future. The firms listed above offer a range of services, from retirement planning to personalized investment strategies, ensuring that clients receive tailored advice aligned with their goals. Whether you’re looking for fiduciary-based advisory services or comprehensive wealth management, these Albuquerque-based firms provide expertise and commitment to help you navigate your financial journey. Be sure to research and consult with multiple advisors to find the best fit for your needs.
Showcase your recognition by adding our award badge to your website! Simply copy the code below and embed it on your site to highlight your achievement.
