A densely populated state like New Mexico has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in New Mexico and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.
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| List of Qualified Financial Advisors in New Mexico | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Andrew Greene Edelman Financial Engines, LLC |
6565 Americas Parkway NE Suite 850, Albuquerque, NM 87110 |
505-338-3465 |
| Robert Balow Retirement & Legacy Solutions |
6100 Uptown Blvd NE, Albuquerque, NM 87110 |
505-296-6002 |
Qualifications
CRD# 4887458
FirmCRD# 104510
Series 66
Compensation/Fee
Fee-Based
Office Location
6565 Americas Parkway NE Suite 850,
Albuquerque,
NM 87110
Phone Number
505-338-3465
I have been a Financial Planner for nearly 15 years. I enjoy building long-term, meaningful relationships with my clients, and it's a great feeling to know that what I do gives me an opportunity to make a difference in their lives.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
CRD# 1560471
Series 6, 7, 22, 63, 65
Compensation/Fee
Fee-Based, Based on Assets, Commissions, Hourly
Office Location
6100 Uptown Blvd NE,
Suite 610,
Albuquerque,
NM 87110
Phone Number
505-296-6002
Bob is a Investment Advisor Representative and a licensed life, health, disability and long-term care insurance agent. Bob is a Registered Representative and Investment Adviser Representative with Cetera Advisor Networks LLC and has built a successful planning business over the past 17 years. Bob entered the financial services industry in 1990 after 20 successful years in corporate finance, accounting and human resources. He has built a clientele comprised mainly of individuals and small business owners. In his practice, emphasis is placed on providing the education and information clients need to potentially make intelligent financial planning decisions. He examines the clients financial situation and recommends strategies based on their stated goals and objectives. Strategies include investment portfolio management, retirement planning, estate planning, tax planning, inheritance planning, risk analysis and special requests. Building a trusting relationship with his clients is a key factor in Bobs successful practice. A resident of Albuquerque since 1991, Bob is actively involved in the community. He conducts financial planning as well as long-term care seminars and is a frequent speaker for various groups in the community. After graduating from San Jose State University with a BS degree in accounting, Bob earned his MBA from the University of Phoenix. He is a member in good standing of the Financial Planning Association (FPA). He is active in the Greater Albuquerque Chamber of Commerce, Shared Vision, New Mexico Association for Continuity of Care and Sandia Presbyterian Church
VISION: To inspire our clients in such a manner that we become their primary financial service choice and their "trusted advisor. MISSION: We help our clients see the possibilities and then inspire them to apply new and better ways to get what they want through thoughtful financial planning, diligent exploration of alternatives, unbiased advice and quality service.
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A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
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