Top financial advisors in Artesia, NM
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might be considering a financial advisor in Artesia, NM if you're looking to balance your investment goals with the unique lifestyle and cost considerations of this area. A common mistake is choosing an advisor who doesn't understand how local factors like remote work trends and outdoor living can impact your financial planning.
- Local market insight. Confirm the advisor knows how Artesia's cost of living and lifestyle trends affect your investment and retirement plans.
- Remote work considerations. Ask how they incorporate income variability and tax implications for remote workers into your strategy.
- Experience with diverse clients. Look for advisors who have helped clients across different generations and wealth levels, adapting plans accordingly.
- Fee structure clarity. Understand whether the advisor charges flat fees or other models, and how that aligns with your financial goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Samuel H
Series 66
Artesia, NM
Edward Jones
Samuel Hagelstein offers wealth management services in Artesia, NM, with expertise in tax-loss harvesting and multi-generational wealth transfer, supported by eight years of industry experience and a Series 66 designation. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides a structured fee model up to 1.35% annually, distinguishing him through both local insight and access to extensive firm resources.
Experience: 8 years
Avg account: $246,728
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Jack B
Series 63, Series 66
Artesia, NM
Creative Financial Designs, Inc.
Jack Brannan offers financial advice in Artesia, NM, with 16 years of experience and expertise in ESG and options strategies, catering to religiously focused clients. His firm, Creative Financial Designs, provides diverse investment approaches from passive ETFs to tactical portfolios, including Biblical Responsible Investing, with flexible fee structures ranging from hourly to retainer and AUM-based fees, distinguishing him from other local advisors.
Experience: 17 years
Avg account: $275,989
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Robert W
Series 63, Series 65
Artesia, NM
Primerica Advisors
Robert Wachter's eight years of experience and Series 63 and 65 licenses equip him to address Artesia's unique financial needs, including income planning and tax-loss harvesting. Working with Primerica Advisors, a large firm offering discretionary asset management and a tiered wrap-fee structure, he primarily serves retail clients, which may suit those seeking personalized strategies within a structured fee model.
Experience: 8 years
Avg account: $228,117
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Nathan S
CFP®, ChFC®, Series 63
Artesia, NM
Eagle Strategies (NY Life)
Nathan Sebesta offers expertise in retirement income strategies and business owner retirement plans, making him well-suited for clients in Artesia balancing investment goals with local lifestyle factors. Affiliated with Eagle Strategies, a large firm under New York Life, he provides flexible fee options including asset-based, hourly, and subscription models, serving diverse clients with a decade of experience and CFP® and ChFC® credentials.
Experience: 10 years
Avg account: $235,446
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Jarrod M
Series 66
Artesia, NM
Kestra Advisory
Jarrod Moreau's extensive 23 years of experience and role as a city councilman in Artesia, NM, equip him with deep local insight crucial for addressing the area's unique financial needs, including retirement plans for business owners and business exit strategies. Affiliated with Kestra Advisory, a large firm managing nearly $80 billion in assets, he offers flat-fee financial planning and consulting, distinguishing him from advisors with different fee structures or less local engagement.
Experience: 23 years
Avg account: $618,892
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