Top Professionals
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Graceful Wealth
Graceful Wealth is a values-based financial advisory firm in Albuquerque that provides personalized financial planning, investment management, retirement planning, and risk management services to individuals and families. The company focuses on simplifying complex financial decisions and aligning st...Read More
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Intelligent Investing Inc.
Intelligent Investing, Inc. previously operated as a wealth management firm in Albuquerque, New Mexico, but has closed and transitioned client services to The H Group. The company indicates that clients seeking ongoing wealth management should reach out through The H Group’s Albuquerque location, re...Read More
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Jose V. Sanchez, A Flat Fee Certified Financial Planner Professional in Albuquerque New Mexico
Jose V. Sanchez, CFP® operates a flat-fee financial planning practice based in Santa Fe and Albuquerque, New Mexico, specializing in helping families living with and through Alzheimer’s create clear action plans and avoid procrastination. The company provides retirement-focused, education-first guid...Read More
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Legacy Financial Group
Legacy Financial Group is an Albuquerque, New Mexico–based financial advisory firm dedicated to helping clients “Live Your Dash” by aligning wealth with purpose and fulfillment. The company provides comprehensive planning and advisory services designed to invest wisely, protect assets, and support m...Read More
Lifetime Retirement Strategies
Lifetime Retirement Strategies is a financial advisory firm in Albuquerque focused on helping clients plan and navigate retirement with clear, trustworthy guidance. Led by advisor Ken Bowers, the company emphasizes putting client needs first and building comprehensive financial plans designed to tur...Read More
MarCia Financial, LLC
Fritz MarCia Financial is an Albuquerque, New Mexico–based financial consulting firm focused on “safe money” retirement strategies that prioritize wealth preservation, risk mitigation, and tax efficiency. Led by registered financial consultant and author Fritz MarCia, the company delivers The S.A.F....Read More
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Oakmont Advisory Group - Fiduciary Financial Advisor, Albuquerque, NM
Oakmont Advisory Group is an Albuquerque-based fiduciary wealth management firm helping clients design retirements they love through a personalized “Retirement Design” process that blends heart-to-heart advice with modern technology and an experienced investment committee. Founded in 1970, the compa...Read More
Steve Lynch Wealth Management
Steve Lynch Wealth Management is an Albuquerque, New Mexico–based financial advisory firm led by CERTIFIED FINANCIAL PLANNER professional Steve Lynch, offering comprehensive wealth management, retirement planning, and fiduciary financial planning services. The company focuses on helping clients plan...Read More
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TruePath Financial Planning
TruePath Financial Planning is a registered investment adviser based in Albuquerque, New Mexico, guiding clients through life’s financial challenges with accessible, personalized advice. The company helps people build savings, manage investments, and map out retirement decisions, including strategie...Read More
Wealth Management Legacy Planning Group
The Legacy Preservation Group is a Cheyenne, Wyoming–based firm providing wealth management, estate planning, legacy protection, and financial planning services designed to secure assets today and ensure efficient distribution to heirs in the future. The company emphasizes strategies such as infinit...Read More