Find a Financial Planner in Bernalillo County, NM

 

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We did the hard work of finding trustworthy partners in Bernalillo County, NM.

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We Only Work With The Best Bernalillo County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Bernalillo County, NM


  • Financial Advisor Close to Bernalillo County, NM

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Bernalillo County Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Bernalillo County area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Bernalillo County can include managing client retirement accounts, investments, tax plans, and more.
19.5% of Bernalillo County's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Bernalillo County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning involves much more than just setting up a will. In the Bernalillo County area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Bernalillo County area an ongoing effort.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Bernalillo County area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. New Mexico has unique laws defining which actions trigger a taxable event and has the 20th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the Bernalillo County area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Bernalillo County area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Bernalillo County, NM


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Bernalillo County, NM

We evaluated over 13,000 RIA firms to bring you the best of the best Bernalillo County financial advisors.
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How Retirement-Friendly is Bernalillo County, NM?

  • Population: 677,858
  • % of Population 62 Years and Over: 19.5%
  • Average Home Value: $202,800
  • Average Monthly Housing Cost: $957
  • Average Household Income: $74,035
  • New Mexico Total Tax Burden: 8.19% (20th Lowest in U.S.)
  • New Mexico Property Tax: 2.00% (8th Lowest in U.S.)
  • New Mexico Individual Income Tax: 1.44% (12th Lowest in U.S.)
  • New Mexico Sales and Excise Tax: 4.75% (6th Highest in U.S.)


The Top Financial Advisor Firms in Bernalillo County, NM


PORTFOLIO WEALTH ADVISORS

Website

(505) 884-3445

6100 Uptown Blvd Ne
Suite 540
Albuquerque, NM 87110

SEC#: 801-68615
Years in Business: 13 years

MGM LLC

Website

(505) 346-3434

5600 Eubank Blvd Ne
Suite 260
Albuquerque, NM 87111

SEC#: 801-64672
Years in Business: 15 years

HANSEATIC MANAGEMENT SERVICES INC

Website

(505) 828-2824

5600 Wyoming Ne
Suite 220
Albuquerque, NM 87109

SEC#: 801-49508
Years in Business: 26 years

UNIVERSAL ADVISORY SERVICES

Website

(505) 856-5600

4906 Alameda, Ne
Suite A
Albuquerque, NM 87113

SEC#: 801-63572
Years in Business: 16 years

REDW WEALTH LLC

Website

(505) 998-3200

7425 Jefferson Ne

Albuquerque, NM 87109

SEC#: 801-57516
Years in Business: 21 years

ULRICH INVESTMENT CONSULTANTS

Website

(505) 224-9100

1805 Rio Grande Boulevard Nw
Suite 1
Albuquerque, NM 87104

SEC#: 801-72880
Years in Business: 9 years

JOHN MOORE & ASSOCIATES INC

Website

(505) 881-5100

8220 San Pedro Dr Ne
Suite 310
Albuquerque, NM 87113

SEC#: 801-55123
Years in Business: 23 years

FIRST AMERICAN FINANCIAL ADVISORS INC.

Website

(505) 883-0083

7411 Jefferson st Ne

Albuquerque, NM 87109

SEC#: 801-79968
Years in Business: 7 years

TITAN FUND MANAGEMENT, LLC

Website

(505) 998-0163

6300 Riverside Plaza
Suite 200
Albuquerque, NM 87120

SEC#: 801-112121
Years in Business: 3 years