Best Financial Advisors in Santa Fe, NM

“I have had the pleasure of financing two homes with Alterra and you know you're in good hands when the branch manager (Brad) stays late to wrap up loose ends and takes your calls after hours to make sure your questions and concerns are being address...”

“Silas helped me through it easily and efficiently, explaining everything, step by step, He was not only knowledgeable and very capable, but also super friendly and easy to talk with, answering every question I had.”

“I have always experienced professional customer service and patients with my questions.”

“Flanagan @ Thornburg has been my financial advisor for over 20 yrs and he was my father's advisor before me, and will be my daughter's now that she is at age of majority.”

“Invest different. We're an independent, client-focused investment management firm inspired by and headquartered in Santa Fe, New Mexico.”

“Strategic advisors to more than 1.2 billion in early-stage and middle-market transactions. Angel capital investments, leveraged buyouts and recapitalizations.”

“One of the most important functions we serve is helping to protect all you have worked to build. Fortunately, there are a number of ways to help. It takes the right approach, as well as steadfast discipline and diligence, to assess the risks that cou...”

“Stephen Duck CFP® and Dora Guzmán PhD — a husband and wife team — we bring together our individual strengths and unique experiences to provide a powerful and dynamic service. Our distinctive and personalized strategies help clients crystallize financ...”

“After meeting his wife Franziska and living in Germany, South Africa, New York City, and back in the UK, they flew into Santa Fe on July 4, 2008 and have stayed put ever since. David spent four years as an independent contractor for the Los Alamos sc...”

“With respect to the description of any investment strategies, simulations, or investment recommendations, we cannot provide any assurances that they will perform as expected and as described in our materials. Past performance is not indicative of fut...”

“Our recognized, holistic wealth management process enables us to be your complete financial advocate. As a fee-only fiduciary firm, we are solely focused on you and your future. Clarity comes from having helped thousands of families prepare for the l...”

“Jessica Bicoll, CFP®. An independent financial consultant, advisor and planner in Santa Fe, NM”

“Ben Bouman is a Los Alamos native with a firm commitment to serving the people of Northern New Mexico. He has a deep understanding of the area's rich and diverse culture and heritage, as well as the characteristics that make it a unique place to live...”

“I am a retired financial advisor and hired David to both give me a second opinion on my investments and retirement planning, and also to have in place a professional to assist my wife if I am temporarily incapacitated.”

“Small Businesses, this firm is here to help you get the Federal Tax Credits you are entitled to that the big businesses like Google, Amazon and Wal Mart already take full advantage of.”

“I am very pleased with the success of my portfolio and even more pleased with the customer service I receive there!”