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 provides wealth management, investment management, financial planning, retirement plan consulting and management, tax advisory and education services to individuals (including high-net-worth clients) as well as employer plan sponsors, charitable organizations and other institutional clients. The firm operates as a fee-only registered investment adviser and delivers services on both discretionary and non-discretionary bases, offering project-based and ongoing planning engagements and limited-scope consulting work. The firm’s investment process emphasizes personalized asset-allocation and risk profiling informed by fundamental, technical and cyclical analysis and principles of Modern Portfolio Theory, using a mix of passive and active strategies. MWM implements portfolios through a combination of in-house advice, outside managers and platform partners (including BlackRock strategies and Betterment for Advisors), with ongoing monitoring and periodic reviews; it also provides retirement-plan management and may serve as a Section 3(38) investment manager for ERISA plans. Two features that distinguish MWM from many peers are its affiliation with accounting firm Eskew & Chelius, PC — through which tax return preparation and tax advisory services are offered under contracted relationships and which creates a disclosed potential conflict of interest — and its regular offering of educational seminars and speaking engagements (virtual or in-person) on financial topics. The firm’s integration of tax services, financial planning, retirement-plan consulting and public education is presented as a coordinated service set that is less common among similarly sized advisers.
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.
You can also browse Madrid Wealth Management's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Scottsdale, AZ
| 8
| |
Albuquerque, NM
| 16
| |
Albuquerque, NM
| 9
| |
Albuquerque, NM
| 9
|
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