Planning for retirement is a crucial step toward securing financial stability and peace of mind. In Albuquerque, several reputable firms specialize in retirement planning, offering tailored strategies to help individuals and families achieve their long-term financial goals. Whether you’re nearing retirement or just starting to plan, these firms provide expert guidance, personalized solutions, and comprehensive services to ensure a confident and secure future. Below is a list of top retirement planning firms in Albuquerque, complete with their services, contact details, and descriptions to help you make an informed decision.
List of Retirement Planning Firms in Albuquerque
- Gallagher Wealth Management
- Waterway Wealth Management Albuquerque
- Steve Lynch Wealth Management
- Portfolio Wealth Advisors
- Altus Wealth Management
- Fractal Profile Wealth Management
- Meridian Wealth Advisors
- Charles Stephen and Company
- Oakmont Advisory Group
- Lifetime Retirement Strategies
1. Gallagher Wealth Management
Gallagher Wealth Management, formerly known as DMG Wealth, is a family-focused wealth management firm based in Albuquerque, New Mexico. With over 37 years of experience, they specialize in serving successful families approaching or in retirement, offering comprehensive financial planning and wealth management services. Their proprietary “Double Black Diamond Process” integrates various financial aspects—such as Social Security planning, debt and tax management, business succession, and legacy planning—into a cohesive strategy tailored to each client’s evolving needs. Emphasizing trust, transparency, and long-term relationships, Gallagher Wealth Management aims to provide clients with clarity and confidence in their financial journey.
🔹 Services: Wealth Management, Retirement Planning, Social Security Strategies, Tax Management
📍 Address: 5600 Eubank Blvd NE, Albuquerque, NM 87111
📞 Phone: (505) 888-5070
🔗 Website: Gallagher Wealth Management
📧 Contact: david.gallagher@lpl.com
2. Waterway Wealth Management Albuquerque
Waterway Wealth Management is an independent, boutique financial planning firm based in The Woodlands, Texas, dedicated to fostering deep, personal relationships with clients to help them achieve “full living.” Founded by Dan Michalk, CFA, CFP®, ChFC, the firm offers comprehensive services including investment management, retirement planning, tax strategies, and generational wealth planning, all tailored to individual client goals and values. Their small, intentionally designed team emphasizes genuine connections and personalized service, ensuring that each client receives attentive and customized financial guidance. Waterway operates under a fee-only model, providing transparency and aligning their success with that of their clients. With a focus on long-term relationships and a holistic approach to financial well-being, Waterway Wealth Management strives to empower clients to navigate their financial journeys with confidence and clarity.
🔹 Services: Investment Management, Retirement Planning, Tax Strategies, Generational Wealth Planning
📍 Address: 8300 Carmel Ave NE STE 103, Albuquerque, NM 87122
📞 Phone: (505) 275-2436
🔗 Website: Waterway Wealth Management
📧 Contact: annie@waterwaywealth.com
3. Steve Lynch Wealth Management
Steve Lynch Wealth Management, based in Albuquerque, New Mexico, is a family-operated financial advisory firm led by Stephen C. Lynch, a CERTIFIED FINANCIAL PLANNER™ with over 30 years of experience. The firm offers comprehensive financial services including retirement planning, investment management, tax strategies, estate planning, and risk management, all tailored to individual client needs. Their client-centric approach begins with an in-depth assessment of each client’s financial situation, followed by personalized recommendations and ongoing plan adjustments to align with evolving goals. Emphasizing accessibility, the firm has no account minimums and is committed to making financial planning understandable and attainable for clients at all life stages. The team, which includes family members and seasoned professionals, brings a blend of financial expertise and personal commitment to guiding clients toward financial security and peace of mind.
🔹 Services: Retirement Planning, Investment Management, Tax Strategies, Estate Planning
📍 Address: 6605 Uptown Blvd NE #330, Albuquerque, NM 87110
📞 Phone: (505) 881-7526
🔗 Website: Steve Lynch Wealth Management
📧 Contact: mmlynch@unitedplanners.com
4. Portfolio Wealth Advisors
Portfolio Wealth Advisors, headquartered in Albuquerque, New Mexico, offers a customized approach to wealth management. They begin by tailoring investment programs to meet each client’s unique goals, followed by continuous market monitoring and adjustments to optimize outcomes. Their distinctive compensation model is designed to allow clients to retain more of their earnings, reflecting the firm’s commitment to client-centric financial planning. This approach aims to redefine industry standards by focusing on personalized strategies and maximizing client benefits.
🔹 Services: Wealth Management, Retirement Planning, Investment Optimization
📍 Address: 6100 Uptown Blvd NE Suite 540, Albuquerque, NM 87110
📞 Phone: (505) 884-3445
🔗 Website: Portfolio Wealth Advisors
📧 Contact: nysegirl@att.net
5. Altus Wealth Management
Altus Wealth Management is a woman-owned, independent financial advisory firm headquartered in Albuquerque, New Mexico, with an additional office in Bucks County, Pennsylvania. Founded by Majdah alQuhtani, the firm emphasizes a client-first approach, focusing on building deep, personalized relationships to understand each client’s unique financial goals and values. Their comprehensive services include investment advising, retirement planning, cash flow analysis, asset allocation, insurance planning, and employee benefit solutions. Altus caters to a diverse clientele, including retirees, families, small-business owners, high-net-worth individuals, and organizations, offering tailored strategies to support financial wellness and long-term success. The firm’s commitment to holistic, transparent, and empathetic financial planning sets it apart in the industry.
🔹 Services: Investment Advising, Retirement Planning, Cash Flow Analysis, Insurance Planning
📍 Address: 2201 San Pedro Dr NE Bldg 25, Albuquerque, NM 87110
📞 Phone: (505) 977-2000
🔗 Website: Altus Wealth Management
📧 Contact: majdah@altus360.com
6. Fractal Profile Wealth Management
Fractal Profile Wealth Management, established in 2014 and headquartered in Albuquerque, New Mexico, is an independent fiduciary advisory firm founded by Hunter von Unschuld, a financial services professional with over 35 years of experience. The firm specializes in creating personalized financial strategies that align with clients’ lifestyle visions, focusing on areas such as retirement planning, investment management, and wealth preservation. By emphasizing individualized planning and fiduciary responsibility, Fractal Profile aims to provide clients with confidence and clarity in achieving their long-term financial goals.
🔹 Services: Retirement Planning, Investment Management, Wealth Preservation
📍 Address: 4801 Lang Ave NE UNIT 110, Albuquerque, NM 87109
📞 Phone: (505) 301-7960
🔗 Website: Fractal Profile Wealth Management
📧 Contact: hunter@fractalprofile.com
7. Meridian Wealth Advisors
Meridian Wealth Advisors, LLC, based in Albuquerque, New Mexico, is an independent, fee-only fiduciary firm founded by Scott Floersheim, CPA/PFS, CFP®, CPWA®, RMA®. Specializing in retirement planning and wealth management for individuals and couples nearing or in retirement, the firm offers personalized financial strategies that encompass investment management, tax planning, and estate planning. With a commitment to unbiased advice, Meridian operates without commissions, ensuring that client interests remain paramount. Utilizing advanced tools like Tamarac and eMoney, clients gain clear insights into their financial landscapes, facilitating informed decision-making. Serving the central New Mexico region, including Albuquerque, Rio Rancho, Santa Fe, and Los Alamos, Meridian Wealth Advisors is dedicated to guiding clients toward financial confidence and a secure retirement.
🔹 Services: Retirement Planning, Investment Management, Tax 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
8. Charles Stephen and Company
Charles Stephen Financial Advisors, established in 1983 and based in Albuquerque, New Mexico, is a family-founded, independent financial planning firm dedicated to guiding individuals, families, and businesses through life’s financial milestones. Founded by Steve Ciepiela and the late Charles Severino, the firm emphasizes personalized financial strategies that align with clients’ unique goals and values. Their comprehensive services encompass wealth management, retirement planning, business succession, and financial wellness education, all delivered with a fiduciary commitment to clients’ best interests. The leadership team, including Steve’s son, Adam Ciepiela, and partner Kelly Famiglietta, brings a wealth of experience and accolades, reflecting the firm’s longstanding reputation for integrity and excellence in the Southwest region.
🔹 Services: Wealth Management, Retirement Planning, Business Succession, Financial Education
📍 Address: 5951 Jefferson Ct, Albuquerque, NM 87109
📞 Phone: (505) 884-0451
🔗 Website: Charles Stephen and Company
📧 Contact: kevin@charlesstephen.com
9. Oakmont Advisory Group
Oakmont Advisory Group is a trusted financial advisory firm based in Albuquerque, New Mexico, offering expert guidance in retirement planning and wealth management. Their team of experienced advisors works closely with clients to develop customized strategies that align with their financial goals and retirement aspirations. With a focus on transparency and personalized service, Oakmont Advisory Group ensures that clients receive tailored solutions for long-term financial security. Their comprehensive approach includes investment management, tax planning, and estate planning to help clients navigate their financial futures with confidence.
🔹 Services: Retirement Planning, Wealth Management, Investment Strategies
📍 Address: 2001 Carlisle Blvd NE Suite D, Albuquerque, NM 87110
📞 Phone: (505) 821-6966
🔗 Website: Oakmont Advisory Group
📧 Contact: david@oakmontadvisory.com
10. Lifetime Retirement Strategies
Lifetime Retirement Strategies is dedicated to helping individuals and families in Albuquerque plan for a secure and fulfilling retirement. Their team of financial professionals provides personalized retirement planning services, including income strategies, investment management, and Social Security optimization. With a client-first approach, they focus on understanding each individual’s unique needs and crafting tailored solutions to ensure financial stability in retirement. Their expertise extends to tax-efficient retirement planning and legacy planning, helping clients preserve wealth for future generations.
🔹 Services: Retirement Planning, Income Strategies, Social Security Optimization
📍 Address: 4121 Eubank Blvd NE, Albuquerque, NM 87111
📞 Phone: (505) 292-8817
🔗 Website: Lifetime Retirement Strategies
📧 Contact: ken@nm-retire.com
Choosing the right retirement planner in Albuquerque is essential for achieving financial security and peace of mind. Each of these firms offers unique expertise, personalized strategies, and a commitment to helping clients navigate their retirement journey. Whether you’re looking for comprehensive wealth management, tax-efficient retirement planning, or Social Security optimization, these trusted advisors can provide the guidance you need. Take the next step toward a confident retirement by reaching out to one of these top-rated firms today.
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