Best Financial Planners in Albuquerque (2026 Rankings)

Oakmont Advisory Group stands out for its commitment to personalized financial strategies, offering a holistic approach to wealth management. They focus on building long-term relationships, ensuring clients feel confident in their financial journey. Their top-tier service is reflected in consistent client satisfaction and a strong community presence.

Legacy Financial Group is dedicated to helping clients secure their financial future with expert guidance and tailored planning. They pride themselves on a client-centric approach, ensuring all financial goals are addressed with meticulous attention. Expect a supportive environment focused on achieving lasting financial well-being.

MarCia Financial, LLC offers a focused approach to financial planning, emphasizing clarity and actionable advice for their clients. They specialize in creating customized roadmaps designed to meet individual financial objectives. Clients appreciate their straightforward guidance and dedication to achieving tangible results.

Lifetime Retirement Strategies is committed to helping individuals and families plan for a secure and prosperous retirement. They provide comprehensive planning services, addressing investment management, risk assessment, and long-term financial health. Their expertise ensures clients are well-prepared for life's later stages.

Faizan Siddiqui at First Command Financial Advisor offers specialized financial guidance, particularly for those serving in or transitioning from military careers. His approach is geared towards understanding unique client needs and developing strategic plans for financial success. Clients benefit from his targeted expertise and commitment to their goals.

Jose V. Sanchez provides transparent, flat-fee financial planning services, making expert advice accessible. He focuses on empowering clients with clear, unbiased recommendations tailored to their specific circumstances. His model ensures clients receive comprehensive planning without the burden of traditional commission structures.

* This business has a high rating but fewer reviews than average. We include it as a "Hidden Gem" worth exploring.

Intelligent Investing Inc. focuses on delivering smart investment strategies and comprehensive financial planning to its clients. They emphasize research-driven decision-making and a disciplined approach to wealth accumulation. Clients can expect a focus on optimizing portfolios for long-term growth and stability.

SKG Capital offers sophisticated financial advisory services with a focus on capital growth and wealth preservation. They employ strategic investment techniques designed to navigate market complexities and achieve client objectives. Their approach is geared towards clients seeking a proactive and informed wealth management partner.

Steve Lynch Wealth Management provides seasoned expertise in guiding clients towards their financial aspirations. With a focus on personalized strategies, they aim to build robust financial plans that align with individual goals and risk tolerance. Clients value the consistent support and professional advice offered.

Core Financial aims to provide essential financial planning services to build a strong foundation for their clients' futures. They focus on understanding individual needs and offering practical solutions for wealth building and security. Clients can expect a supportive environment dedicated to achieving core financial objectives.