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Stephen J. Ciepiela

CFP®

President

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving New Mexico and the surrounding communities.

Charles Stephen & Company, Inc.

5951 Jefferson Ct NE, Ste D
Albuquerque, NM 87109
(888) 884-0451
(505) 884-0451

Janet Tyler Johnson

CFP®

President

Specialties: Comprehensive Financial Planning, Asset Allocation, Career Change, Investment Management,...More

Fee Only Financial Advisor serving New Mexico and the surrounding communities.

JATAJ Wealth Management, LLC

161 Camino de las Huertas
Placitas, NM 87043
(844) 445-2825

Donna Skeels Cygan

CFP®, MBA

President

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving New Mexico and the surrounding communities.

Sage Future Financial, LLC

4800 Juan Tabo NE
Albuquerque, NM 87111
(505) 298-4040

Steven P. Margulin

CFP® CPA

Lead Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Fee Only Financial Advisor serving New Mexico and the surrounding communities.

Retirement Extender(R)

7301 Jefferson St NE, Suite B
Albuquerque, NM 87109
(505) 345-6611

Thomas C. Schwab

CFP®

Owner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving New Mexico and the surrounding communities.

T.C. Schwab Financial Planning, LLC

18 Cagua Rd
Santa Fe, NM 87508
(505) 466-2313

Douglas E. Lindsey

CFP®

Certified Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving New Mexico and the surrounding communities.

MGM, LLC

5600 Eubank Blvd NE, Ste 260
Albuquerque, NM 87111
(877) 346-3434
(505) 346-3434

Jennifer W. Migdal

CFP®

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving New Mexico and the surrounding communities.

Forthright Financial Planning LLC

2125 Wyoming Blvd NE
Albuquerque, NM 87112
(505) 508-5550

Deborah J. Trouw

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving New Mexico and the surrounding communities.

Waddell & Reed

1440A S Saint Francis Drive
Santa Fe, NM 87505
(505) 984-3856

Sara Prada

CFP®, MBA

Wealth Adviser

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset...More

Fee Only Financial Advisor serving New Mexico and the surrounding communities.

United Capital Financial Advisers

6565 Americas Parkway NE, Ste 810
Albuquerque, NM 87110
(505) 883-3131

Michael R. Albillar

CFP®

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving New Mexico and the surrounding communities.

MGM LLC

5600 Eubank Blvd NE, Ste 260
Albuquerque, NM 87111
(505) 346-3434
CONNECT WITH Michael
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Janet Krakowiak

CFP®

Specialties: Comprehensive Financial Planning, Annuities, Charitable & Planned Giving, Investment...More

Financial Advisor serving New Mexico and the surrounding communities.

Heritage Advisors of the Southwest

5 Gila Rd
Deming, NM 88030
(575) 895-3316

Susan M. Cyberski

CFP®

Specialties: Comprehensive Financial Planning, Investment Management, Insurance, Retirement, Long-term...More

Commission and Fee Financial Advisor serving New Mexico and the surrounding communities.

Cetera Advisor Networks, LLC Member, FINRA/SIPC

6100 Uptown Blvd NE, Ste 610
Albuquerque, NM 87110
(505) 293-1923

Susan Koe

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities,...More

Fee Only Financial Advisor serving New Mexico and the surrounding communities.

Better Money Decisions

4801 Lang Ave NE, Ste 110
Albuquerque, NM 87109
(844) 507-0961
(844) 507-0961

Lea Ann Knight

CFP®

Partner, VP of Financial Planning

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving New Mexico and the surrounding communities.

Better Money Decisions

460 St. Michael's Drive, Suite 902
Santa Fe, NM 87505

Better Money Decisions

4801 Lang Ave NE
Albuquerque, NM 87109
844-507-0961 x 705
CONNECT WITH Lea Ann
  • twitter link
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Shelly A. Wiemann

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Banking,...More

Commission and Fee Financial Advisor serving New Mexico and the surrounding communities.

Edward Jones

555 Oppenheimer Dr, Ste 206
Los Alamos, NM 87544-2384
(505) 661-9754
CONNECT WITH Shelly
  • linkedin link

Richard W. Hall

CFP®, ChFC

Owner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving New Mexico and the surrounding communities.

Cumbrian Financial Stewardship

4579 La Madera Rd
Sandia Park, NM 87047
(505) 286-0839

Tommy E. Ricks

CFP®

Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment...More

Financial Advisor serving New Mexico and the surrounding communities.

Southern Methodist University

PO Box 1154, 20 Comanche Rd. #2
El Prado, NM 87529
(214) 460-1088

Pavlos Panagopoulos

CFP®

Financial Consultant

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking,...More

Commission and Fee Financial Advisor serving New Mexico and the surrounding communities.

Cetera Advisor Networks

2500 Louisiana, Suite 102
Albuquerque, NM 87110

Cetera Advisor Networks

511 W Reinken
Belen, NM 87002

William Aaron Irving

CFP®

LPL Investment Advisor Representative

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving New Mexico and the surrounding communities.

Oakley & Irving Wealth Management, LLC.

105 N. 6th Street
Artesia, NM 88210

Oakley & Irving Wealth Management, LLC.

121 S Canal St
Carlsbad, NM 88220
CONNECT WITH William
  • facebook link
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Jose V. Sanchez

CFP®

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement,...More

Commission and Fee Financial Advisor serving New Mexico and the surrounding communities.

150 Washington Ave, Ste 201
Santa Fe, NM 87501-2038

6300 Riverside Plaza Ln NW
Albuquerque, NM 87120-1908
(505) 500-4032
CONNECT WITH Jose
  • facebook link
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Donald D. Duncan

MBA,CPA,CFA,CFP®,PFS

President

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Banking,...More

Fee Only Financial Advisor serving New Mexico and the surrounding communities.

Savant Capital LLC

81 Wildhorse, West Wing
Santa Fe, NM 87506

Savant Capital LLC

111 N. Wabash
Chicago, IL 60602