J.B. Martin Insurance Agencies

John Moore & Associates is a financial planning company based in Albuquerque, NM, dedicated to helping clients grow their wealth while also investing in their personal values and character. With a focus on wealth transfer planning and charitable giving strategies, they aim to prepare future generations to manage assets wisely and make a positive impact on the world. Since 2012, John Moore & Associates has facilitated over $45 million in charitable donations from their clients to local and national non-profits, emphasizing the importance of financial freedom that benefits both individuals and the community. Their commitment to holistic wealth management goes beyond monetary gains, prioritizing values such as generosity, family, and personal fulfillment.Generated from the website

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Albuquerque is here for you, serving the areas of Albuquerque, Santa Fe and Rio Rancho. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.