Your Albuquerque Financial Advisor

Yes. John Moore Associates serves individuals and families in Albuquerque, throughout New Mexico, and nationwide. We work with retirees, business owners, executives, and multigenerational families seeking comprehensive financial planning and investment guidance.

Many of our clients are successful professionals, retirees, business owners, physicians, engineers, executives, and families who want a long-term relationship with an advisory team. They value thoughtful planning, wise stewardship, and advice that goes beyond investment performance alone.

Our team provides comprehensive financial planning, investment management, retirement planning, tax planning coordination, charitable planning, and multigenerational wealth strategies. We help clients bring all aspects of their financial lives together into a coordinated plan.

Yes. We regularly work with business owners approaching a sale, retirement, or liquidity event. We help clients think through tax implications, investment decisions, charitable opportunities, and long-term planning before and after a transaction.

Absolutely. Whether you're approaching retirement or already retired, we help create strategies for income planning, investments, taxes, estate considerations, and charitable giving so you can move into retirement with greater confidence and clarity.

No. While we serve many families in Albuquerque, we also work with clients throughout Arizona, New Mexico and across the country. Meetings can be conducted in person or virtually depending on your preferences and location.

We believe money decisions are heart decisions, and each decision should point not only to your goals, but to your values. Our approach combines investment management with retirement, tax, estate, and charitable planning. We prioritize relationships, thoughtful advice, and helping clients become wise and generous stewards of their resources. 

Many of the families we serve appreciate working with advisors who share their values. Each of our advisors are Certified Kingdom Advisors, and they go above and beyond to see your faith and values reflected in your financial plan. Our approach is grounded in biblical principles of stewardship and generosity while providing sophisticated financial planning and investment management.

Yes. In fact, we believe a financial plan without a giving plan is incomplete. We help clients explore tax-efficient giving strategies and develop plans that allow them to support causes and organizations that matter most to them.

Yes. Many of our client relationships span multiple generations because we believe in preparing future generations for wealth, not the other way around. It’s our great pleasure to serve clients alongside their children and grandchildren as part of a holistic approach to financial planning.

Getting started begins with a conversation. We'll learn about your goals, your concerns, and what you hope to accomplish financially. From there, we can determine whether our team and approach are the right fit for your family. Contact our team today to schedule a conversation with us.