Top financial advisors working with high-net-worth individuals in Las Cruces, 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.

If you have complex wealth from multiple sources or significant assets to manage, you need an advisor who understands the unique challenges of high-net-worth individuals. Without this focus, it's easy to overlook tax strategies or risk exposures that can quietly erode your wealth.

  • Comprehensive wealth integration. Look for advisors who consider all your assets together, including investments, real estate, and business interests.
  • Tax-aware planning. Confirm how they approach minimizing taxes across income, capital gains, and estate considerations.
  • Risk management focus. Ask how they identify and protect against risks specific to high-net-worth situations, such as liability or concentrated holdings.
  • Lifestyle alignment. Since Las Cruces attracts remote workers valuing outdoor living, check how advisors incorporate your lifestyle goals into financial plans.

Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.

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Farrah W

Series 66

Las Cruces, NM

Edward Jones

Farrah Walter is a financial advisor at Edward Jones in Las Cruces, NM, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Anders E

Series 65

Tucson, AZ

MD Financial Advisors / Vestment Financial

Anders Engbretson is a financial advisor with MD Financial Advisors / Vestment Financial in Las Cruces, NM. He holds a Series 65 designation and has two years of industry experience. Prior to joining MD Financial Advisors / Vestment Financial in 2023, he worked at North Oaks Financial Group and has experience in education and municipal roles. MD Financial Advisors / Vestment Financial provides financial planning, customized investment advisory and discretionary portfolio management, and retirement plan services to individuals, trusts, estates, and institutional plan sponsors. The firm manages approximately $246 million in discretionary assets and employs a long-term, asset-allocation-driven investment approach that emphasizes diversification, rebalancing, and tax strategies using low-cost mutual funds and ETFs.

General retirement planning Charitable giving & philanthropy General tax planning Executive Established Professionals
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John F

Series 63, Series 65

Las Cruces, NM

OSAIC

John Frye is a financial advisor with Osaic, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Signator Investors and work as an independent insurance agent. He is also an author currently writing about caregiving experiences related to dementia. Osaic Wealth, Inc. serves a broad client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios, offering integrated brokerage, advisory services, and access to third-party money managers.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Michael M

Series 66

Las Cruces, NM

Empower Advisory Group

Michael Mravetz is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including Personal Capital and USAA in various financial planning and investment roles. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm offers integrated services linked to Empower’s administrative platforms, emphasizing long-term portfolio returns and client savings rates over short-term forecasts.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Neal B

Series 63, Series 65

Las Cruces, NM

Wells Fargo Clearing

Neal Bitsie is a financial advisor with Wells Fargo Clearing in Las Cruces, NM. He holds Series 63 and Series 65 licenses and has been with Wells Fargo since 2025. Prior to his current role, he worked briefly at Lowe's and was involved with the New Mexico State University Foundation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Wesley P

Series 63, Series 66

Fort Worth, TX

Wells Fargo Clearing

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Willie M

Series 63, Series 66

Cary, NC

Equitable Advisors

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Linda P

Series 63

Mt. Laurel, NJ

BC Advisors, LLC

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.

Active portfolio management
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Sally H

Series 63, Series 65

New York, NY

Seasons of Advice Wealth Management

Sally Hyman is a financial advisor at Seasons of Advice Wealth Management with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. Outside of finance, she is a singer who sells her own vocal CDs and is involved in publishing her father's book titled "Congenital Alterable Transmissible Asymmetry: The Spiritual Meaning of Disease and Science." Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm follows a life-cycle investment approach called the “Seasons of Advice” process and offers discretionary portfolio management, comprehensive financial planning, and specialized fixed-income programs through sub-advisors.

Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Mid-Career Professionals Established Professionals
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Ethan S

CFP®, Series 65

Auburn Hills, MI

Plante Moran FInancial Advisors

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner

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