Best Financial Advisors in Santa Fe

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
60+
Advisors
3.9/5.0
Average Rating

Santa Fe Financial Landscape

The economy of Santa Fe is primarily driven by tourism, arts, and government services. The city is experiencing steady growth, with an emphasis on sustainable development.

Major industries
Tourism, Arts, Government Services
Population
69.9K (metro: 99.5K)
Median household income
$54,000
Unique needs
Santa Fe requires a focus on sustainable tourism and affordable housing to accommodate its growing population.
Market Insights
Economic Growth
According to BEA (2023), Santa Fe's economy grew by 3.2%, driven by tourism and local arts, reflecting resilience in post-pandemic recovery.
Wealth Demographics
According to Census (2023), the median income in Santa Fe is $54,000, with a significant portion of residents engaged in creative industries.
Advisor Specializations
Based on BLS (2023), financial advisors in Santa Fe are increasingly focusing on sustainable investments and real estate planning.
Local Considerations
Cost of Living
According to BLS (2024), Santa Fe's cost of living is 10% above the national average, driven by housing and healthcare expenses.
Real Estate Market
According to Zillow (2024), Santa Fe's real estate market is competitive, with home prices rising 8% year-over-year, raising affordability concerns.
Business Environment
According to Fortune (2024), Santa Fe's business climate is favorable for startups, particularly in arts and tech, with supportive local policies.

Top 5 Financial Advisors in Santa Fe

Financial Partners
★ ★ ★ ★ ★ 5
Savant Wealth Management
★ ★ ★ ★ ★ 5
Jeremy Campbell - Private Wealth Advisor, Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
Morgan Stanley Financial Advisors
★ ★ ★ ★ ★ 5
Generational Asset Planning
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Santa Fe, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Santa Fe-Specific Expertise
For Santa Fe residents working in Tourism, Arts, Government Services, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Santa Fe's tourism reliance poses risks during downturns; housing demand may inflate prices. Prepare for droughts and wildfires; diversify economy beyond tourism.

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Find Financial Advisors in Nearby Cities

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