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Austin McDaniel

Partner Advisor

Designations: MBA, CFA , CFP®

  505-856-5600

  Albuquerque, NM

New Mexico native Austin McDaniel, CFP®, is a partner advisor in Allworth’s Albuquerque, New Mexico office. Before an almost 20 year-long advisory career working with individuals and families, Austin attended the University of New Mexico, where he earned both a bachelor’s in Financial Management and, later, in 2005, an MBA in Accounting. A CERTIFIED FINANCIAL PLANNER™ professional, and a Chartered Financial Analyst®, in his spare time Austin enjoys spending time with family, mountain biking, running, and working on his vintage 1968 Ford Mustang.

Education and Certifications

Who I Best Work With

What Guides My Approach

New Mexico native Austin McDaniel, CFP®, is a partner advisor in Allworth’s Albuquerque, New Mexico office. Before an almost 20 year-long advisory career working with individuals and families, Austin attended the University of New Mexico, where he earned both a bachelor’s in Financial Management and, later, in 2005, an MBA in Accounting. A CERTIFIED FINANCIAL PLANNER™ professional, and a Chartered Financial Analyst®, in his spare time Austin enjoys spending time with family, mountain biking, running, and working on his vintage 1968 Ford Mustang.

More About Austin:

About Allworth

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30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.

Then, as now, we believed we could do better — because you and your money deserve better.

With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.

Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.

You get a financial ally for life.

97% of Clients Stay With Us2

25,000+ Clients

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14th Ranked RIA

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30 Years in Business

$22.5 billion AUM4

Best in Class Ethics

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