Best Financial Advisors in Santa Fe, NM

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

“Everyone I talk to is very very helpful respectful and professional and very informative!”

“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and hone...”

“We are a full-service Accounting firm licensed in NM. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly. Services for Individuals”

“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.”

“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...”

“City Different Investments is an independent investment management firm. We partner with financial advisors, registered investment advisors, family offices, consultants, and institutions.”

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

“AVALON TRUST offers the expertise of an investment firm and wealth planning practice, with the resources of a trust company, serving individuals, families, trusts, and foundations. Our approach enables us to craft carefully considered solutions for e...”

“How can you strive to preserve and manage your hard-earned wealth? How will your retirement unfold? Do you have enough to last? Through our experience and expertise, we can help you find the answers to these questions and a path toward your financial...”

“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...”

“Stephen Duck CFP® and Dora Guzmán PhD, a husband and wife team bringing together our individual strengths and expertise to provide a powerful and dynamic service. Our individualized approach is designed to help you clarify your goals and stay the cou...”

“Our firm was built for and around our clients. We believe an open and transparent, client-centered relationship is the key to long-term success. Our thorough wealth planning process is driven by listening first, formulating a strategy, and following ...”

“​LiebentrittGroup, Inc. is an accounting and consultingfirm based in SantaFe, New Mexico, serving clients throughout the United States and specializing in small to medium business accounting services and senior level financial management services. We...”

“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...”

“Shuniyaa Financial provides personalized accounting services to a broad range of clients across the Northern New Mexico area. As your accounting partner, we are here to ensure that all of your financial decisions are made carefully and with your best...”