Wealth Management Legacy Planning Group

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.

Albuquerque, New Mexico

United Capital Financial Advisors is an investment advisory firm in Albuquerque, New Mexico. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 1-star rating from 1 Google review.

Albuquerque, New Mexico

CliftonLarsonAllen Wealth Advisors is an SEC-registered investment advisor in Albuquerque offering financial planning, investment management, and tax planning services. The firm serves business owners, family offices, individuals, and institutional clients through a team that includes CPAs, CFP® practitioners, and CFAs. CLA provides clients with an online dashboard for account access and portfolio reporting, along with exposure to alternative investments through various private investment portals. The firm coordinates tax, wealth, and estate planning strategies as part of its advisory approach.

Santa Fe, New Mexico

Independent RIA

Thornburg Investment Management® is an independent ria firm in Santa Fe, New Mexico. Services include Investment Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4-star rating from 9 Google reviews.