A complete list of active advisors currently associated with Madrid Wealth Management
Warmer can help you find a great advisor at Madrid Wealth Management or one who fits your needs even better.
Madrid Wealth Management is a fee-only registered investment adviser with a four-advisor team managing roughly $212 million for about 128 clients. The firm serves individual and high-net-worth clients and provides wealth and investment management, financial planning, retirement plan consulting and management, and education services, while facilitating tax advisory and preparation through contracted providers. The firm develops individualized investment policies and asset-allocation targets and provides both discretionary and non-discretionary portfolio management, including the use of outside managers and third-party platforms for customized equity and fixed-income strategies. Financial planning is offered on both project-based and ongoing engagements, and retirement-plan work can include plan design, investment review, participant education, and discretionary plan management. Madrid’s distinctive features include an ownership affiliation with Eskew & Chelius, PC, which creates an integrated tax and accounting referral option but also a potential conflict of interest when tax services are recommended. The firm also regularly offers educational seminars and speaking engagements for groups and employers—services that are less common among comparable team firms—and was established and registered in 2024, reflecting a relatively new advisory practice.
To learn more about the advisors currently working at Madrid Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Scottsdale, AZ
| 7
| |
Albuquerque, NM
| 16
| |
Albuquerque, NM
| 9
| |
Albuquerque, NM
| 8
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")