Top financial advisors in Albuquerque, NM
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're considering a move to Albuquerque, NM, or already live here and want to optimize your financial plan, these advisors can help you navigate local cost-of-living factors and tax considerations. A common mistake is overlooking how your lifestyle choices and remote work status affect your long-term financial goals.
- Local cost insights. Ask how they factor Albuquerque's living expenses and tax environment into your plan.
- Remote work planning. Confirm they understand the financial implications of working remotely, including potential tax benefits or challenges.
- Outdoor lifestyle budgeting. Discuss how they incorporate your recreational spending and lifestyle priorities into your budget.
- Experience with regional markets. Ensure they have knowledge of New Mexico's economic trends that could impact your investments or retirement.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Liatriz L
Series 63, Series 65
Albuquerque, NM
Concurrent Investment Advisors, LLC
Liatriz Levy offers extensive expertise in wealth management and retirement plans for business owners, making her well-suited to address Albuquerque's unique financial landscape, including local cost and tax factors. With 28 years of experience and a flat-fee, project-based planning structure at Concurrent Investment Advisors, she provides personalized, long-term investment strategies alongside a broad client base of over 10,000 served by 161 advisors.
Experience: 29 years
Avg account: $1,183,802
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Leah S
CFP®, Series 66
Albuquerque, NM
Steward Partners Investment Advisory, LLC
Leah Schwarz's 15 years of experience and CFP® certification equip her to address Albuquerque's unique financial landscape, including local tax and cost-of-living factors. Affiliated with Steward Partners Investment Advisory, a large firm managing $28 billion, she offers flat-fee planning and serves high-net-worth clients, differentiating her with expertise in ESG investing and a background as a founder and real estate manager.
Experience: 16 years
Avg account: $831,870
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Cheryl K
ChFC®, Series 63, Series 66
Albuquerque, NM
LPL Enterprise
Cheryl Knight's 14 years of experience and ChFC® designation equip her to address retirement planning and tax-loss harvesting needs in Albuquerque, considering local economic factors. Affiliated with LPL Enterprise, a large firm offering flat-fee financial planning and diverse investment options, she also specializes in serving self-employed individuals and business owners, providing tailored strategies for these client types.
Experience: 14 years
Avg account: $239,757
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Victor O
Series 66, Series 63
Albuquerque, NM
Empower Advisory Group
Victor Ortega's 15 years of experience and Series 63 and 66 licenses equip him to address Albuquerque's unique financial landscape, including retirement income strategy and Social Security optimization. Working with Empower Advisory Group, a large firm offering flat-fee and subscription pricing, he supports employer-sponsored retirement plans and retail clients, providing integrated portfolio management and administrative services that distinguish him from other local advisors.
Experience: 15 years
Avg account: $565,063
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Joshua R
Series 66
Albuquerque, NM
Thrivent Investment Management
Joshua Richards offers financial guidance in Albuquerque with a focus on business ownership considerations, supported by four years of industry experience and a Series 66 license. Working at Thrivent Investment Management, a large firm providing dedicated planning services and managed-account options, he brings a holistic, goal-based approach that separates planning from portfolio management, which may suit clients seeking comprehensive written recommendations without direct implementation.
Experience: 5 years
Avg account: $162,801
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