Best Financial Advisors in Santa Fe

Located in Albuquerque, Jon Bell CPA & Associates caters to clients throughout Santa Fe. It deals with financial planning and advises individuals on areas related to retirement funding. The company also handles tax planning and identifies tax credits or deductions to help lower its clients' payment obligations. It has experience assisting a wide range of people, from eye doctors and dermatologists to veterinarians and dentists. Its founder, Jon Bell, serves as a member of the New Mexico Society of CPAs.

Legacy Financial Group serves clients in Santa Fe. With over $155 million in managed assets, the company offers personal value-based financial planning that includes asset management and education and retirement planning. It also provides insurance, tax, accounting, employee benefit, and investment advisory services through Voya Financial Advisors. Legacy Financial Group aims to provide risk management plans and to create long-term assets for its clients with a belief that it is essential to understand and guide people's financial conditions to reap future benefits.

Portfolio Wealth Advisors offers investment management and comprehensive financial planning services to clients in Santa Fe. It assists clients in saving for a retirement that fits their lifestyles, develops wealth-building strategies, provides estate and tax plans, and customizes financial programs for their specific financial goals. Lee Munson, the company's founder, is a Chartered Financial Analyst and Certified Financial Planner. He is frequently invited by CNBC, CNN, and Fox Business as an expert financial market analyst.

Schwab Branch, Santa Fe is a firm that provides individualized financial assistance for individuals and families. It comprises financial advisors who offer a wide range of services, including wealth management, retirement preparation, investment guidance, and portfolio management. The team delivers financial advice and service based on clients' goals, assisting in complex planning and financial needs, including estate, trust, and fixed income. In addition, they have a range of investment products, such as ETFs, mutual funds, cash solutions, cryptocurrency, and money market funds.

The Rikoon Group is an investment advisory firm serving the Sante Fe metro and nearby areas. It caters to individuals, families, business owners, and non-profit organizations. The company provides an array of services, including estate planning assistance, customized portfolio management, and cash spending analysis. Its financial advisors also handle multi-generational counseling, business consulting, income tax and insurance review, and property management. The Rikoon Group has been delivering personalized investment and financial planning solutions since 1982.