Top financial advisors in Taos, 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 planning a Roth conversion, you likely want to reduce your future tax burden while managing your current income carefully. A common mistake is treating the conversion as a one-time event rather than a strategic, multi-year plan that considers your changing tax situation.
- Tax bracket management. Ask how they plan conversions to keep you in lower tax brackets over several years, not just for the current tax year.
- Coordination with tax professionals. Confirm how they work with your CPA or tax preparer to handle state taxes and Medicare premium impacts.
- Account prioritization. Understand which accounts they recommend converting first and why, based on your withdrawal strategy and tax projections.
- Long-term impact. Inquire about how they factor in future required minimum distributions and potential tax law changes in their advice.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jenny L
Series 66
Taos, NM
LPL Financial
Jenny Lancaster's experience with wealth management and retirement plans for business owners suits clients in Taos, NM, seeking strategic Roth conversion planning that considers tax bracket management and account prioritization. Affiliated with LPL Financial, a large firm offering flat-fee financial planning, she supports diverse clients with in-house research, distinguishing her from advisors at smaller firms or with different fee structures.
Experience: 8 years
Avg account: $399,489
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Brian S
Series 66
Angel Fire, NM
Oppenheimer
Brian Sacks offers expertise in retirement plans for business owners and wealth management, making him well-suited for Roth conversion strategies in the Taos area. Operating from Angel Fire within the large firm Oppenheimer, he provides flat-fee financial planning tailored to complex needs, supported by six years of industry experience and a focus on active portfolio management.
Experience: 6 years
Avg account: $609,565
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Jeffrey M
Series 63, Series 65
Angel Fire, NM
Raymond James & Associates
Jeffrey Mason's 37 years of experience and affiliation with Raymond James & Associates equip him to manage Roth conversions with a strategic, multi-year tax planning approach. His flat-fee structure and work within a large firm offering tailored financial plans distinguish him from others, while his background as a founder and executive adds practical insight for clients in Taos, NM and nearby Angel Fire.
Experience: 38 years
Avg account: $788,879
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Rebecca R
Series 66
Taos, NM
Edward Jones
Rebecca Roh in Taos, NM, offers wealth management expertise with a focus on tax-loss harvesting and multi-generational wealth transfer, supported by six years of experience and a Series 66 designation. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, she provides access to diverse advisory programs and a fee structure up to 1.35% annually, distinguishing her from smaller local advisors.
Experience: 6 years
Avg account: $246,728
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Scott M
Series 66
Taos, NM
Cambridge Investment Research Advisors
Scott Mc Adams in Taos, NM, offers expertise in retirement income strategy and plans for business owners, which suits those managing Roth conversions over multiple years. Affiliated with Cambridge Investment Research Advisors, a large firm, he provides flat-fee financial planning options and has six years of experience, distinguishing him with a community-focused background and a Series 66 license.
Experience: 6 years
Avg account: $378,281
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