Oxford Wealth Advisors, LLC
Santa Fe, New Mexico
Oxford Wealth Advisors, LLC is an investment advisory firm in Santa Fe, New Mexico. The office has a wheelchair-accessible entrance.
View detailsAlbuquerque, New Mexico
Syndicus Financial, LLC, founded by Nicolas Baker in Albuquerque, New Mexico, provides financial planning services tailored to attorneys, particularly those in personal injury law and structured settlements. The firm employs a six-stage collaborative process—engagement, discovery, strategy development, presentation, implementation, and ongoing monitoring—to address clients' financial goals, practice growth, retirement planning, and legacy considerations. The firm commits to fiduciary standards and transparent fee disclosure in its investment advisory services, and integrates tax, risk management, and practice finance planning across clients' professional and personal financial lives.