Find a Financial Advisor in San Juan County, NM


Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in San Juan County, NM.

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We Only Work With The Best San Juan County Financial Advisors

We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from


All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA


All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC


Our Process for Choosing
An Independent Financial Advisor in San Juan County, NM

  • Financial Advisor Close to San Juan County, NM

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in San Juan County, NM

A good financial planner can increase your returns by as much as 3% annually.


Without Advisor

With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near San Juan County, NM

We evaluated over 13,000 RIA firms to bring you the best of the best San Juan County financial advisors.
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How Retirement-Friendly is San Juan County, NM?

  • Population: 126,515
  • % of Population 62 Years and Over: 17.8%
  • Average Home Value: $176,800
  • Average Monthly Housing Cost: $719
  • Average Household Income: $64,814
  • New Mexico Total Tax Burden: 8.19% (20th Lowest in U.S.)
  • New Mexico Property Tax: 2.00% (8th Lowest in U.S.)
  • New Mexico Individual Income Tax: 1.44% (12th Lowest in U.S.)
  • New Mexico Sales and Excise Tax: 4.75% (6th Highest in U.S.)

The Top Financial Advisor Firms in San Juan County, NM




(800) 342-8298

4919 E Main St #103

Farmington, NM 87402

SEC#: 801-80797
Years in Business: 7 years


San Juan County, NM Financial Advisor FAQs

Financial advisors help solve money problems and answer any financial questions. They find budgets, build savings, and set up investment plans.
Yes, if you don't want to jeopardize your financial security. Financial advisors are there to answer your questions and educate you about the different ways that money management can be made easy for you.
First, it is imperative to verify the advisor's CFP designation. The CFP marks a professional who has met a set of standards and ethics within his/her financial field.
Typically, a financial advisor gets paid three different ways: hourly, commission-based, and asset-based.