Paul Madrid, CFA, CFP®, AIFA®
Fee-only, fiduciary financial planning for individuals, families & businesses
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Fee-only, fiduciary financial planning for individuals, families & businesses
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
- Fee Only 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
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Couples
- High Net Worth
- Individuals
- Intergenerational Families
- Widow
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