Top financial advisors in Los Alamos, 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're considering a move to Los Alamos or already live there and want to align your finances with the area's unique lifestyle, these advisors can help. A common mistake is overlooking how local factors like cost of living and remote work trends affect your financial plan.
- Local cost considerations. Ask how they factor in Los Alamos' living expenses and housing market when planning your budget.
- Remote work impact. Confirm if they understand how remote work opportunities influence income stability and tax situations.
- Outdoor lifestyle integration. See if they incorporate your lifestyle goals, such as outdoor activities, into retirement and investment planning.
- Tax planning nuances. Inquire about their approach to New Mexico state taxes and any local incentives relevant to your financial goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Nancy Q
Series 66
Los Alamos, NM
Raymond James Financial
Nancy Quartey offers financial planning in Los Alamos with expertise in retirement, business succession, and budgeting, supported by a Series 66 designation and experience at a large firm, Raymond James Financial. Her flat-fee structure and background in diverse client services, including high-net-worth and institutional clients, distinguish her approach from others in the area.
Experience: 2 years
Avg account: $700,796
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Douglas M
Series 66
Los Alamos, NM
Edward Jones
Douglas Mowrer's 13 years of experience and Series 66 designation equip him to address Los Alamos' unique financial needs, including tax-loss harvesting and multi-generational wealth transfer. Affiliated with Edward Jones, a large firm offering diverse advisory programs and a fiduciary standard, he provides access to comprehensive wealth management solutions with an annual program fee up to 1.35%, distinguishing him from smaller local advisors.
Experience: 13 years
Avg account: $246,728
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Ben B
Series 66
Los Alamos, NM
Cetera
Ben Bouman offers expertise in wealth management and tax-loss harvesting, with 16 years of experience serving high earners and those approaching retirement in Los Alamos, NM. His affiliation with Cetera, a large firm providing diverse portfolio management and fiduciary services, complements his flat-fee and hourly consulting options, distinguishing him from advisors with different fee structures or firm sizes.
Experience: 16 years
Avg account: $306,089
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Kristy W
Series 63, Series 65
Los Alamos, NM
Raymond James & Associates
Kristy Wade's 12 years of experience and Series 63 and 65 designations equip her to address retirement and wealth management needs in Los Alamos, considering local cost and tax factors. Affiliated with Raymond James & Associates, a large firm offering flat-fee structures and serving diverse clients, she brings additional insight from her role in a government contracting business, enhancing her financial reporting expertise.
Experience: 12 years
Avg account: $788,879
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Laura L
CFP®, AAMS®
Abiquiu, NM
The Tiny House Adviser
Laura Lynch specializes in cash flow and budgeting, making her well-suited to address financial planning needs related to Los Alamos' unique cost of living and lifestyle. As a CFP®-certified, independent advisor with eight years of experience, she offers flat-fee planning focused on solo women, including those embracing tiny home living, which differentiates her from other advisors by integrating alternative housing and lifestyle choices into financial strategies.
Experience: 8 years
Avg account: $563,214
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