Top financial advisors in Santa Fe, 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 Santa Fe or already live here and want to optimize your financial life, these advisors can help you navigate local cost factors and lifestyle changes. A common mistake is overlooking how your move affects taxes and retirement plans, which can lead to unexpected expenses.
- Local cost insights. Ask how they factor Santa Fe's unique living costs and tax environment into your financial plan.
- Remote work planning. Confirm their experience with clients who work remotely and how that impacts benefits and savings.
- Retirement adjustment. See if they adjust retirement income strategies to fit New Mexico's tax rules and your outdoor lifestyle goals.
- Long-term lifestyle fit. Discuss how they balance your financial goals with the appeal of Santa Fe's culture and environment.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Mary D
Series 63, Series 66
Santa Fe, NM
J.P. Morgan Securities
Mary Duncan's 27 years of experience and Series 63 and 66 licenses equip her to address Santa Fe's unique financial landscape, including local tax considerations and retirement planning. Affiliated with J.P. Morgan Securities, she offers large-firm resources and a 0.30% annual AUM fee, serving executives and business owners with wealth management expertise, which may differ from smaller local firms.
Experience: 28 years
Avg account: $318,381
-
Patrick F
Series 63
Santa Fe, NM
OSAIC
Patrick Flanagan's 36 years of experience and tax preparation background equip him to address Santa Fe's unique tax environment and retirement planning needs. Operating within OSAIC, a large firm with a comprehensive investment process, he offers flat-fee financial planning and serves diverse clients, distinguishing him from advisors with narrower scopes or fee structures.
Experience: 36 years
Avg account: $398,336
-
Reynaldo V
Series 63, Series 66
Santa Fe, NM
Wells Fargo Clearing
Reynaldo Villanueva offers expertise in wealth management and retirement income strategy, well-suited for navigating Santa Fe's unique tax and lifestyle considerations. With six years of experience at a large firm and a flat-fee structure, he serves high-net-worth clients including parents and retired business owners, providing personalized planning supported by a specialist team and extensive industry credentials.
Experience: 9 years
Avg account: $475,575
-
Mariah S
CFP®, Series 63, Series 65
Santa Fe, NM
Highrocks Wealth, LLC
Mariah Sacoman offers tailored financial planning in Santa Fe, leveraging 15 years of experience and CFP® certification to address retirement, Social Security, and Medicare planning with local tax considerations. As an independent advisor at HighRocks Wealth, LLC, she provides flat-fee and hourly options, emphasizing diversified portfolios and serving individuals, trusts, and charitable organizations, which distinguishes her from other advisors in the area.
Experience: 16 years
Avg account: $522,567
-
Gaetano S
Series 66
Santa Fe, NM
Merrill
Gaetano Stanzione at Merrill is equipped to address Santa Fe's unique tax environment and lifestyle factors with expertise in tax-loss harvesting and active portfolio management. Serving mid-career professionals and HENRY clients, he offers managed strategies with a 1.10% fee under $2 million, benefiting from Merrill's large-firm resources and integrated capital-markets platform, distinguishing him from advisors at smaller firms.
Experience: 3 years
Avg account: $860,085
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Santa Fe, NM
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")