Paul Madrid, CFA, CFP®, AIFA®

Fee-only, fiduciary financial planning for individuals, families & businesses

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Madrid Wealth Management Paul Madrid, CFA, CFP®, AIFA®
Albuquerque, NM

Serving Clients Nationwide

Fee-only, fiduciary financial planning for individuals, families & businesses

19 Certified Advisor Reviews™
5 out of 5 Stars
Jump to Reviews

Areas of Focus

  • Estate Planning
  • Exit Planning
  • Inherited Wealth
  • Roth Conversion Strategies
  • Tax-Aware Retirement Income Coordination
  • Tax-Efficient Planning
  • Tax-Smart Accumulation Planning
  • Tax-Smart Distribution Planning
  • Taxes

About Paul Madrid, CFA, CFP®, AIFA®

Hi, I'm Paul Madrid. I'm the CEO and Wealth Advisor of Madrid Wealth Management.

I offer dedicated financial planning and investment consulting services. I work closely with individuals and families, employing a holistic approach that integrates wealth management with essential tax and estate planning.

For institutions and Native American tribes, I serve as an investment consultant, providing assistance with investment policy creation, asset allocation strategies, retirement plan fiduciary oversight, and investment provider reviews. My role encompasses research, analysis, portfolio management, client service, and educational seminars.

I hold the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designations. I have also earned the Accredited Investment Fiduciary Analyst® (AIFA®) designation through Fi360, signifying expertise in evaluating how well investment fiduciaries meet their duties according to defined standards of care. I am a member of the CFA Institute and the CFA Society of New Mexico.

I am also committed to my community. I am a lifetime member and 2019 graduate of Leadership New Mexico and a 2016 graduate of Leadership Albuquerque. I have previously served as Board Chair for the UNM Anderson School of Business Foundation and Finance Chair for The Full Life Foundation. Currently, I contribute to the Greater Albuquerque Chamber of Commerce as a board member and Chair of the Education Committee. I also serve on the board of Excellent Schools New Mexico and am an investment subcommittee member for the Presbyterian Healthcare Services board.

Professional Designations

  • Accredited Investment Fiduciary Analyst (AIFA)
  • CERTIFIED FINANCIAL PLANNER ®
  • Chartered Financial Analyst (CFA)

Affiliations

  • CFA Institute
  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

9400 Holly Ave. NE, Bldg 4, Albuquerque, NM 87122

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to get in touch and schedule a free introductory conversation with me and my team. We'll get to know each other and we'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

Offers Tax Preparation

Yes

About Madrid Wealth Management

Madrid Wealth Management is a fee-only, fiduciary wealth management firm based in Albuquerque, New Mexico, serving clients locally and nationwide. As our clients' financial lives grow more complex, they require deeper expertise and proactive coordination, and we work with successful individuals, families, and institutions to bring financial peace of mind through holistic wealth management.

Who We Serve

Whether you're a first-time investor, a working business owner, reimagining your retirement, or anything in between, we have experienced professionals to assist across a broad range of client profiles. We help executives optimize their financial strategies, from managing equity compensation to tax planning, and we work with families on trust and estate planning to build, preserve, and pass on wealth in alignment with their values and long-term goals. For business owners, we offer retirement plan services, succession planning, and tax advisory and preparation. We also provide fiduciary assessments, investment consulting, RFP assistance, and tribal fiduciary consulting services to institutions and Native American tribes.

Our Approach

We utilize a team-based approach and leverage the competencies of credentialed investment, tax, and legal professionals, who work in tandem to provide integrated solutions. We believe in looking beyond the numbers - your personal values, life goals, career aspirations, family dynamics, and more, all play a crucial role in determining what is right for you.

Why Work With Us

As fiduciaries, our responsibility is to put our client's best interest before our own, and we have a duty of loyalty to our clients. We do not accept commissions or any compensation from third parties - the only fee we receive is directly from our client, which is why we are known as a Fee-Only advisor. Our advisors are also encouraged to pursue additional credentials, including the Chartered Financial Analyst®, Certified Financial Planner®, and Accredited Investment Fiduciary Analyst® designations, to expand their knowledge and better serve our clients.

Investment advisory services are offered through Madrid Wealth Management, LLC, an SEC-registered investment adviser.

Education

UNM The James & Gail Ellis School of Business Leadership; Bachelor of Business Administration (BBA), Finance & Economics

Volunteer Experience

Current board member for Excellent Schools New Mexico and the Greater Albuquerque Chamber of Commerce. Former board member for the Full Life Foundation, UNM Anderson Foundation Board. Current investment subcommittee member for the Presbyterian Healthcare Services Board.

Hobbies and Interests

  • Animals
  • Church
  • Dogs
  • Exercising
  • Family
  • Golf
  • Hiking
  • Running
  • Snowboarding
  • Volunteering

Who We Serve

  • Business Owners
  • Couples
  • High Net Worth
  • Individuals
  • Intergenerational Families
  • Widow

Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


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A Trusted Advisor Who Goes Above and Beyond

✅ Wealthtender Certified Advisor Review™
Oct 12, 2026
My wife and I have had a great experience working with Paul. He is knowledgeable, approachable, and always willing to take the time to answer questions and provide thoughtful guidance. What we appreciate most is that his support goes beyond simply managing our investments. He has been a trusted resource for a variety of financial matters and has helped point us in the right direction whenever needed. We truly appreciate his expertise and would highly recommend him to anyone looking for a financial advisor.
Relationship to Financial Advisor: Client as of Oct 12, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Derek M
Derek M

We love Paul!

✅ Wealthtender Certified Advisor Review™
Oct 12, 2026
My husband and I met Paul years ago when he worked for another firm. He was not our advisor, but he helped untangle the cost basis for stock from an employee purchase plan that was a real tangle! That firm merged with an out-of-state firm, and our advisor was going to be in another state. I learned that Paul was starting his own firm and we hopped on board right away. Our portfolio has been doing well since the move to Paul's firm, and we enjoy meeting with him. He also set us up with our former advisor for tax planning. We recommend him highly.
Relationship to Financial Advisor: Client as of Oct 12, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Client experience and performance may differ depending on individual circumstances.
Avatar for Diane Bourg
Diane Bourg

Professional, Knowledgable, Trustworthy, Caring

✅ Wealthtender Certified Advisor Review™
Oct 12, 2026
I have worked with Paul Madrid for more than fifteen years. I trust him and rely on his expertise in all financial matters. The team he has assembled at Madrid Wealth Management, which includes Bernadine Sanchez and Reese Hinton, is highly capable and pleasant to deal with. In addition to Paul's knowledge and experience with financial matters, I appreciate the personal care and respect he has shown me and my family as clients.
Relationship to Financial Advisor: Client as of Oct 12, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jennifer Moore Plane
Jennifer Moore Plane

Attention to detail

✅ Wealthtender Certified Advisor Review™
Oct 12, 2026
Been working with Paul for the past couple of years. His company offers not just financial planning services but also tax advice and monitors investments for capital gains. This creates a holistic financial plan and eliminates surprises at the end of the year on tax issues. I meet with Paul on a quarterly basis and he always comes prepared for the meeting with advice on my current portfolio, but also with economic trends and developments that could affect my current investments. He always answers all of my questions and usually has a graph or data to back up his answers. He is easy to work with and have recommended him to other family members,
Relationship to Financial Advisor: Client as of Oct 12, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Gary Hensley
Gary Hensley

Great consistent service

✅ Wealthtender Certified Advisor Review™
Oct 12, 2026
Paul and his team provide timely and consistent service. He is always available to answer questions. I also appreciate the weekly summaries that they provide that keep me informed. I would recommend Paul's team to anyone.
Relationship to Financial Advisor: Client as of Oct 12, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Steve Harris
Steve Harris

Great team!

✅ Wealthtender Certified Advisor Review™
Oct 12, 2026
I've had an excellent experience working with Paul Madrid and everyone at Madrid Wealth Management. Paul and his team are knowledgeable, professional, very responsive, and always provide outstanding service. I truly enjoy working with them and have great confidence in their expertise. I highly recommend Paul and his entire team!
Relationship to Financial Advisor: Client as of Oct 12, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Mark
Mark

Stellar Service!

✅ Wealthtender Certified Advisor Review™
Oct 10, 2026
We have relied on Paul's expertise for more than 10 years. In that time, he has helped us to consolidate our numerous retirement accounts, has provided guidance on tax issues, and has managed to focus our portfolio to achieve our retirement goals. Trying to handle all these issues on our own was always stressful; Paul and his team of associates have actually transformed personal finance into an entertaining, educational experience.
Relationship to Financial Advisor: Client as of Oct 10, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for John Cook
John Cook

Excellent resource

✅ Wealthtender Certified Advisor Review™
Oct 9, 2026
We have worked with Paul for many years, and have seen our portfolio grow under his care. He is exceptionally responsive, very knowledgeable about the market, and a genuinely warm and thoughtful person. His staff reflects his attention to detail and high level of customer service. We are completely satisfied with the service we have gotten from Paul - and we can enjoy retirement without the worries of managing our money. We recommend Paul and Madrid Wealth Management for all levels of financial management and planning.
Relationship to Financial Advisor: Client as of Oct 9, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Client experience and performance may differ depending on individual circumstances.
Avatar for Debra and Larry Kincaid
Debra and Larry Kincaid

Madrid Wealth Management

✅ Wealthtender Certified Advisor Review™
Oct 9, 2026
I started working with Paul in 2018, after my father's passing. My parents were Paul's clients, and my mom asked me to take over the relationship. Paul helped me work through all of the financial issues related to my dad's passing. I had been a DIY investor myself, but was very grateful to Paul for helping me handle my mom's finances, investments, and general obligations since she was suffering from both grief and dementia. As I became more familiar with the value Paul and his team were adding, I decided to use him for my portfolio as well. In addition to helping manage our combined investment and tax-planning strategy, I also work with Paul to regularly update our financial plan and projections. I have been very pleased with the results over the last eight years. Last but not least, Paul and his team respond quickly to requests, and I always enjoy our quarterly performance reviews and discussions of any upcoming items or issues we need to address.
Relationship to Financial Advisor: Client as of Oct 9, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for David Heard
David Heard

Top Of His Profession: Outstanding Expertise with Superb Service

✅ Wealthtender Certified Advisor Review™
Oct 9, 2026
Paul and his team at Madrid Wealth Management have been our financial advisors since November 2024, and over eight years if one includes Paul’s previous work at another firm. He has our complete trust in every aspect of our finances: tax planning, IRA Roth conversion, social security planning, investment allocation, charitable contributions, gifting, grandkids education. Paul does it all in a very collaborative manner. Few as good—none better! Paul and his team of my highest endorsement.
Relationship to Financial Advisor: Client as of Oct 9, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Greg Col, USAF Ret
Greg Col, USAF Ret

Personal, Thoughtful and Trustworthy Advice and Management

✅ Wealthtender Certified Advisor Review™
Oct 9, 2026
Paul and his team have been managing my family's assets for over two decades, first at his previous firm, and for the last years at Madrid Wealth Management. He has provided trusted, discreet advice, and always respects client confidentiality and best interests. Whether it is planning or wealth management, I trust him implicitly. He is completely reliable and always goes above and beyond to meet our needs. He has provided market-beating results, his fees are always transparent and fair, and his advice has been top notch. You don't have to be located in New Mexico to benefit from his services--I live in California but he is my trusted go-to for all financial matters. In addition, he works well with the younger generation in my family to help with finance education and financial literacy. I cannot recommend him highly enough.
Relationship to Financial Advisor: Client as of Oct 9, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: This review reflects the opinion and experience of a current client of Madrid Wealth Management. The client’s experience may not be representative of other clients’ experiences and does not guarantee future investment performance or success. Past performance is not indicative of future results. Favorable portfolio results during the periods discussed do not imply protection against market declines or similar results in future periods. Investing involves risk, including the possible loss of principal, and portfolios may experience losses during volatile or other market conditions. Individual results vary based on investment objectives, portfolio allocation, timing of investments and withdrawals, fees, and other factors.
Avatar for Ann Marie
Ann Marie

Exceptional performance and service

✅ Wealthtender Certified Advisor Review™
Oct 9, 2026
Paul and his team are remarkably knowledgeable and their portfolio management is excellent. In addition, they show the highest levels of integrity paired with genuine honesty and respect. I am so impressed with all they do and highly recommend them.
Relationship to Financial Advisor: Client as of Oct 9, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Client experience and performance may differ depending on individual circumstances.
Avatar for Elizabeth McClung
Elizabeth McClung

A Trusted Advisor for Over a Decade

✅ Wealthtender Certified Advisor Review™
Oct 9, 2026
Paul Madrid has helped my family navigate financial decisions for more than ten years. He combines professional expertise with kindness, genuine care, and consistent support. His knowledge and thoughtful guidance have earned our deep trust. One of Paul's greatest strengths is his accessibility. He and his team are responsive and dependable, making me feel supported whenever questions or needs arise. I am deeply grateful for Paul and the care he has shown my family over the years. I consider Paul both a trusted advisor and a friend, and I wholeheartedly recommend him and his team.
Relationship to Financial Advisor: Client as of Oct 9, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Barb Turiciano
Barb Turiciano

Madrid Wealth-Great people, Great Team!

✅ Wealthtender Certified Advisor Review™
Oct 8, 2026
Paul and his team are awesome! They really know their stuff and do a great job explaining things in layman’s terms so they’re easy to understand. Paul and his team have always been kind to me and my family. They never hesitate to answer my questions and are always quick to respond. Reese has also helped me out several times, and he’s been great! No matter who you talk to, everyone is knowledgeable, friendly, and willing to help. It’s hard to find a team that truly cares about their clients like they do. What an awesome group of people! Highly recommend Madrid Wealth!
Relationship to Financial Advisor: Client as of Oct 8, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Greg De La O
Greg De La O

Madrid Wealth Management: Insight, Honesty, Integrity, Professionalism personified.

✅ Wealthtender Certified Advisor Review™
Oct 8, 2026
Mr. Paul Madrid has been our investment advisor for on the order of 15 years. During that time there have been many ups and downs in the markets generally. Accordingly, we have had an opportunity to observe Mr. Madrid’s performance during those turbulent times. He has the perfect temperament for performing his job. He’s always steady and even-handed. Never emotional; always professional, measured, analytical. As a result our portfolio value has trend growth that more than meets our specific investment goals in percentage growth terms. He has never tried to sell us on anything that would have been outside our bounds for risk taking. We are so impressed with Mr. Madrid’s performance that, on our recommendation, family members have become clients of Mr. Madrid.
Relationship to Financial Advisor: Client as of Oct 8, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: This review reflects the opinion and experience of a current client of Madrid Wealth Management. The client’s experience may not be representative of other clients’ experiences and does not guarantee future investment performance or success. Past performance is not indicative of future results. Favorable portfolio results during the periods discussed do not imply protection against market declines or similar results in future periods. Investing involves risk, including the possible loss of principal, and portfolios may experience losses during volatile or other market conditions. Individual results vary based on investment objectives, portfolio allocation, timing of investments and withdrawals, fees, and other factors.
Avatar for Verne and Laurie Loose
Verne and Laurie Loose

Beyond grateful!

✅ Wealthtender Certified Advisor Review™
Oct 8, 2026
Paul and his team are phenomenal! We completely trust his leadership, judgement, integrity, and knowledge. I know I am in good hands. Paul and his team are very transparent and ensure our financial goals are being achieved and adjusted as needed. We highly recommend Paul and his team to improve your financial health. They certainly have for us! Thank you, Paul and everyone at Madrid Wealth Management!
Relationship to Financial Advisor: Client as of Oct 8, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Veronica
Veronica

Paul manages our 401-K for Berger Briggs Real Estate as well as my personal portfolio.

✅ Wealthtender Certified Advisor Review™
Oct 8, 2026
In the last several years, Paul has taken over management our 401-K for Berger Briggs Real Estate & Property Management. He handled the transition from our old advisor, setting up our accounts, the new platform and the new Third Party manager. Everything has gone very smoothly. In addition, i personally moved all my investment accounts over to his management. The results have been very good in this unstable environment of today's world. I am very pleased with his approach and his constant attention to our accounts. We receive a weekly update on the status of our accounts. Thank you very much!
Relationship to Financial Advisor: Client as of Oct 8, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: This review reflects the opinion and experience of a current client of Madrid Wealth Management. The client’s experience may not be representative of other clients’ experiences and does not guarantee future investment performance or success. Past performance is not indicative of future results. Favorable portfolio results during the period discussed do not imply protection against market declines or similar results in future periods. Investing involves risk, including the possible loss of principal, and portfolios may experience losses during volatile or other market conditions. Individual results vary based on investment objectives, portfolio allocation, timing of investments and withdrawals, fees, and other factors.
Avatar for John A. Menicucci, Berger Briggs Real Estate
John A. Menicucci, Berger Briggs Real Estate

Financial Leadership

✅ Wealthtender Certified Advisor Review™
Oct 8, 2026
I have been a client of Paul’s firm for many years. I have also referred several of my friends and family members. Paul works calm under pressure, is responsive to requests, handles challenge gracefully and has surrounded himself with strong team members.
Relationship to Financial Advisor: Client as of Oct 8, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Tracy Utterback
Tracy Utterback

Paul Madrid

✅ Wealthtender Certified Advisor Review™
Oct 8, 2026
I have worked with this financial analyst for several years, and I can honestly say they consistently go above and beyond. They are knowledgeable, professional, responsive, and truly take the time to understand my needs and goals. I have always felt confident knowing I can count on them for honest guidance and exceptional service. Their dedication and attention to detail are second to none. I highly recommend them to anyone looking for a trusted financial professional who genuinely cares about their clients and goes the extra mile!
Relationship to Financial Advisor: Client as of Oct 8, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Machuca
Machuca