Connect with Top-Rated Financial Planners in Santa Fe!

We are committed to helping our clients make smart decisions about their investments and achieve peace of mind. As independent advisers, we act as valued partners who can help fit your investment plan to your overall life plan. Not only can we provide you with guidance, counseling, monitoring, and discipline, we can be a catalyst to encourage you to plan ahead for the expected and unexpected. We work as your partner, providing you with counsel on an ongoing basis, committed to helping our clients make smart decisions about their investments and achieve peace of mind.

At Financial Management Solutions, we provide expert financial planning services to individuals, families, and businesses. Our team of experienced professionals helps clients achieve their financial goals by developing personalized financial plans, managing investments, and offering estate planning and retirement planning services. With a focus on customer service, we strive to build long-term relationships with our clients, helping them make informed financial decisions and secure their financial futures. We also offer tax planning and preparation services, as well as insurance solutions to protect assets and incomes. By combining our expertise and cutting-edge technology, we help our clients achieve financial peace of mind and reach their full potential.

Located in historic downtown Santa Fe, NM, LongView Asset Management has over two decades of experience as a Registered Investment Advisor and financial planner for clients who wish to contribute to positive change through their investments. As a fee-only fiduciary, we always put your best interests first - which includes the health of our planet. We are a pioneer and thought-leader in the sustainable investing movement, and believe it is crucial to consider the effect our investments have on the world we leave for future generations. Our client portfolios include ETFs and mutual funds that employ diverse approaches to responsible investing, using ESG metrics to signal stronger return on equity. We are dedicated to making money a force for good, protecting the future you are investing for.

Crossed Pines Wealth Management is a leading-edge wealth management service based in Santa Fe, New Mexico. They offer comprehensive financial planning, retirement planning, and estate planning tailored to each client's unique financial needs and goals. Their client-centric approach ensures that each client is at the center of their financial plan. They deliver strategic financial solutions, including financial planning, retirement planning, and estate planning.