Fee-only financial planning · New Mexico
Structure your wealth around what matters here.
Fee-only, fiduciary planning and investment management for New Mexico’s scientists, educators, physicians, business owners and retirees, from the Northeast Heights to Santa Fe.
Serving individuals and families for more than two decades.
Clients pay us directly for advice. No commissions, ever.
Plus ChFC® and PFS: advanced designations on one close team.
Who we serve in New Mexico
Built for the careers that shape this state.
Pensions, public plans, lab benefits and New Mexico taxes. We know the decisions on your desk because we sit across from them every week.
National lab scientists & engineers
Careers at Sandia, Los Alamos and Kirtland come with benefit choices that are hard to undo. We model them with you before you sign.
Educators & public servants
PERA and ERB pensions anchor many New Mexico retirements. We help you pick a payment option and fit it with your savings and Social Security.
Physicians & healthcare leaders
A late start and a high income call for a plan that catches up quickly without overpaying in tax.
Business owners
You built something in New Mexico. We help you pay yourself well, manage taxes and plan the exit on your terms.
Tech & equity compensation
RSUs, ESPPs and stock options, whether you work in Rio Rancho, downtown Albuquerque or remotely from Santa Fe.
Retirees & Santa Fe newcomers
Moving here, buying a second home or turning savings into income? We plan the drawdown, Medicare and taxes together.
How we help
We think ahead so you can focus forward.
You work with people, not a platform: advisors who know your plan and stay with it as your life changes.
Understand the full picture
Every financial decision is part of a bigger picture: your pension, your savings, your taxes and your family.
Bring structure to complexity
As life evolves, financial decisions become more interconnected. We line them up in the right order.
Navigate life’s changes
Life brings new opportunities, milestones and decisions. We stay with you through each one.
On our New Mexico desks
The questions New Mexicans actually ask us.
Bring yours. The first conversation is about your decisions, not our products.
Ask us yours- 01PERA or ERB: which payment option protects my spouse?
- 02Lab pension: lump sum or monthly annuity?
- 03How will New Mexico tax my retirement income?
- 04Can we afford a second home in Santa Fe?
- 05Should I convert to Roth before required distributions start?
- 06How do I sell concentrated company stock without a big tax bill?
Serious credentials. Real conversations.
Meet your New Mexico team.
A close team that knows your plan, your numbers and your priorities, backed by the firm’s CFP®, CPA, CFA® and ChFC® professionals.
“The individual investor should act consistently as an investor and not as a speculator.”
Visit us
Meet us in Albuquerque.
Albuquerque office
9400 Holly Ave. NE #4
Albuquerque, NM 87122
In the Northeast Heights, near the Sandia foothills.
Contact us
Are you ready for clarity?
Introduce us to the decisions you’re weighing.