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  • 1

    Certified Financial Strategies Corporation

    Albuquerque, NM

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning

    Portfolio requirement: $250,000

    **NAPFA Member** We have an extensive tax background and focus to help our clients to reduce their tax burden through strategic financial planning and investment management. NEW CLIENT minimum portfolio size = $250,000...

  • 2

    ALM Advisors, Inc.

    Armijo, NM

    Services offered: Money Management

    Portfolio requirement: $100,000

    We are focused on a research driven approach -- toward the goal of bringing the Best Value and Highest-Quality of Service to each client. NEW CLIENT minimum portfolio size = $100,000...

  • 3

    Marin Capital Management

    Rios Rancho, NM

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover

    Portfolio requirement: $500,000

    **NAPFA Member** We are a Fee-Only investment advisory and financial planning firm. Our mission is to offer unbiased investment advice where the interests of the client is always our top priority. Our NEW CLIENT Minimum Portfolio Size = $500,000...

  • 4

    Kenfield Capital Strategies

    Five Points, NM

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $500,000

    As an Independent RIA firm, we are free to choose the investments that best meet our clients' needs. Our fees are based on Assets Under Management (AUM) rather than commissions, so our goals are aligned with yours. NEW CLIENT Min Portfolio Size = $500K...

  • 5

    Fried Asset Management, Inc.

    Albuquerque, NM

    Services offered: Money Management, 401K to IRA Rollover

    Portfolio requirement: $100,000

    Our firm's managed accounts have outperformed the S&P 500 by 89% since inception in January 1998. We offer separate investor advisory and money management services which use the "Buyback Stragegy" principles. NEW CLIENT min. portfolio size = $100,000...

  • 6

    Aspen Financial Management, Inc.

    3453 Hwy 434
    Angel Fire, NM

  • 7

    Beekman Northwest Partners

    414 Old Taos Highway
    Santa Fe, NM

  • 8

    John Moore & Associates Inc

    6301 Indian School Rd NE
    Albuquerque, NM

  • 9

    New Line Capital, LLC

    Post Office Box 2778
    Santa Fe, NM

  • 10

    Portfolio, LLC

    2500 Louisiana Blvd. NE
    Albuquerque, NM

  • 11

    Sendero Capital Management, Inc.

    1655 La Fonda
    Las Cruces, NM

  • 12

    The Mutual Fund Store

    6600 Indian School Road NE
    Albuquerque, NM

  • 13

    Aegis Financial Group, Inc.

    6301 Indian School Road
    Albuquerque, NM

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $250,000

    We serve many clients throughout the SW including: NM, AZ, CO, CA, UT and NV. Our expertise is in reducing taxes and expenses of our clients and more effectively managing the growth of their assets. NEW CLIENT minimum portfolio size = $250,000...

  • 14

    Genesis Financial Advisors

    4275 Raymac Road SW
    Pajarito, NM

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, 529 College Savings

    Portfolio requirement: $100,000

    We are a premier Financial Planning and Wealth Management Firm. We look forward to speaking with you about your exact needs! Our NEW CLIENT minimum portfolio size = $100,000...

  • 15

    Al Hewitt

    2310 Holly Avenue
    Sandia Heights, NM

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    **NAPFA Member** I have devoted myself specifically to providing comprehensive tax and financial planning services to firefighters. I serve firefighter clientele nationally...

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