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Explore Financial Advisors Serving New Mexico

Review the services of 16 financial advisors in New Mexico, including Albuquerque, Santa Fe and Rio Rancho. Whether you need retirement planning, investment guidance or ongoing financial advice, look for relevant professionals and inquire about consultations and fees.
Albuquerque (11)
Rio Rancho (1)
Ruidoso (1)
Santa Fe (3)
Not rated yet
Oakmont Advisory Group
50+ Years
Not rated yet
53 years of specialized retirement planning expertise since 1970
Oakmont Advisory Group offers fiduciary financial planning and investment management in Albuquerque, specializing in retirement design since 1970.
Investment Management Financial Planning Estate Guidance
(505) 821-6966 Call Profile
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Portfolio Wealth Advisors
18 Years
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We offer customized investment programs tailored to your unique financial goals
Portfolio Wealth Advisors provides personalized investment management and financial planning services in Albuquerque, NM. Specializing in retirement strategies and wealth preservation.
Investment Management Comprehensive Financial Planning Retirement Planning
(505) 884-3445 Call Profile
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Crow Financial Advisors
17 Years
Not rated yet
We operate as fiduciaries with discretionary authority over client accounts
Crow Financial Advisors offers personalized investment management and financial planning in Albuquerque. As fiduciaries, we help clients grow wealth through fee-based services without minimum portfolio requirements.
Investment Advisory Financial Planning Portfolio Management
(505) 243-2281 Call Profile
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Steve Lynch Wealth Management
33 Years
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We offer 30+ years of experience in personalized financial planning
Trusted CERTIFIED FINANCIAL PLANNERS in Albuquerque offering personalized retirement planning, wealth management, and investment strategies. Fiduciary advisors committed to your financial security.
Wealth Management Retirement Planning Tax Planning
(505) 881-7526 Call Profile
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Oxford Wealth Advisors
39 Years
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We offer over 35 years of experience in financial planning since 1987.
Oxford Wealth Advisors offers tailored financial planning services including retirement income strategies, investment management, and tax-efficient solutions to secure your financial future.
Income Planning Retirement Income Strategies Annuities
(505) 891-9800 Call Profile
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Mirau Capital Management
42 Years
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We offer 40+ years of experience in personalized financial planning
Discover personalized retirement planning and wealth management services from Mirau Capital Management, serving clients since 1984 with integrity and expertise.
Retirement Income Strategies Estate Planning Investment Management
(888) 668-9327 Call Profile
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Cal Willis Wealth Management
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We provide customized wealth management solutions tailored to your unique financial goals.
Cal Willis Wealth Management offers personalized financial planning, retirement, and estate planning services in Albuquerque. Trusted advisors helping clients achieve long-term financial security.
Financial Planning Retirement Planning Estate Planning
(505) 440-8593 Call Profile
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The H Group
36 Years
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We are fee-only fiduciaries with no product sales conflicts
The H Group provides independent, fee-only financial planning and wealth management services. Our CFP professionals specialize in retirement, estate, and investment planning for clients nationwide.
Cash Flow Planning Estate Planning Investment Planning
(505) 291-8585 Call Profile
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Sandia Wealth Management
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We offer 30+ years of experience in wealth management and financial planning.
Sandia Wealth Management provides fee-only financial planning and investment advisory services in Albuquerque, NM. Specializing in retirement and wealth management, we prioritize risk management and personalized strategies.
Wealth Management Retirement Planning Financial Planning
(505) 296-1100 Call Profile
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Keith K. Anderson
Not rated yet
We operate as a fiduciary, legally obligated to prioritize client interests above all else.
Expert financial advisory services in Santa Fe, specializing in investment planning, retirement strategies, and estate planning with a fiduciary commitment to client needs.
Retirement Planning Investment Management Estate Planning
(505) 984-2563 Call Profile