Find a Financial Planner in Santa Fe, NM

 

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We did the hard work of finding trustworthy partners in Santa Fe, NM.

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We Only Work With The Best Santa Fe 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 Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Santa Fe, NM


  • Financial Advisor Close to Santa Fe, 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

 

How Can a CFP® in Santa Fe Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Santa Fe area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Santa Fe can include managing client retirement accounts, investments, tax plans, and more.
26.7% of Santa Fe's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Santa Fe area can create a custom plan and walk with you each step of the way.
Estate planning involves much more than just setting up a will. In the Santa Fe area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Santa Fe area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Santa Fe area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. New Mexico has unique laws defining which actions trigger a taxable event and has the 20th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Santa Fe area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Santa Fe area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

The Value of Working With the Best Financial Planners in Santa Fe, NM


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

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

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

Find a Fee-Only Financial Planner Near Santa Fe, NM

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

  • Population: 83,922
  • % of Population 62 Years and Over: 26.7%
  • Average Home Value: $280,800
  • Average Monthly Housing Cost: $1,083
  • Average Household Income: $83,289
  • 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 Santa Fe, NM


THORNBURG INVESTMENT MANAGEMENT INC

Website

(505) 467-7200

2300 North Ridgetop Road

Santa Fe, NM 87506

SEC#: 801-17853
Years in Business: 38 years

SANTA FE ADVISORS LLC

Website

(505) 501-6200

208 Delgado Street
Ste. 1
Santa Fe, NM 87501

SEC#: 801-113760
Years in Business: 2 years

TEMBION CAPITAL MANAGEMENT, LLC

Website

(505) 820-6464

404 Kiva Court, Suite A

Santa Fe, NM 87505

SEC#: 801-74787
Years in Business: 9 years

FINANCIAL PARTNERS, LLC

Website

(505) 795-7910

613 Old Santa Fe Trail

Santa Fe, NM 87505

SEC#: 801-110092
Years in Business: 4 years

BETTER MONEY DECISIONS

Website

(844) 507-0961

460 St. Michael'S Drive
Suite 902
Santa Fe, NM 87505

SEC#: 801-115227
Years in Business: 2 years

LONGVIEW ASSET MANAGEMENT, LLC

Website

(505) 988-9555

136 Grant Avenue

Santa Fe, NM 87501

SEC#: 801-79973
Years in Business: 6 years

SUN MOUNTAIN CAPITAL ADVISORS, LLC

Website

(505) 780-4218

527 Don Gaspar Avenue

Santa Fe, NM 87505

SEC#: 801-72312
Years in Business: 9 years