NM · Santa Fe

Fiduciary advisors in Santa Fe, NM

7 advisors with offices in Santa Fe. Credentials, fee structures, and minimums are disclosed on each listing.

7 listed
7 results in Santa Fe

TSG Wealth Management - Santa Fe

Santa Fe, New Mexico

Investment Management Wealth Management

TSG Wealth Management operates in Santa Fe with a focus on investment management and estate planning services. The firm's leadership includes Mark Schulten (CFP®, Managing Partner) and Allen Schreiber (MBA, Partner). The firm has received recognition from Barron's and Forbes, including placement on Barron's Top 250 Private Wealth Management Teams (2025) and Forbes Best-in-State Wealth Management Teams (2026).

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Financial advisors in Santa Fe, New Mexico

Advisors serving Santa Fe specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (New Mexico's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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