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We're Not Car Salesmen, We Listen. We Care. We Solve I.T.

Who We Are

At Keith K. Anderson, Registered Investment Adviser, we are committed to serving our clients by truly understanding their needs and providing the expert guidance and leadership they seek from their financial advisor. As a fee-only financial adviser, Keith K. Anderson has served families and businesses around Santa Fe for over twenty years. With a strong commitment to the Santa Fe community, Keith has built a reputation for being a trusted and knowledgeable partner in helping clients achieve their financial goals.

Our Mission

Our mission is to provide personalized financial guidance and counseling to help our clients make informed decisions about their investments and achieve peace of mind. We believe that each client is unique, with their own set of goals, values, and financial circumstances. Our approach is centered around building long-term relationships with our clients, where we work together to create a customized financial plan that aligns with their overall life goals.

Our Services

At Keith K. Anderson, Registered Investment Adviser, we offer a range of services designed to help our clients achieve their financial objectives. These services include:

  • Guidance: We provide expert guidance on investment strategies, portfolio management, and risk management to help our clients achieve their financial goals.
  • Counseling: Our experienced team of financial professionals offers counseling on estate planning, retirement planning, and other financial matters to help our clients make informed decisions.
  • Monitoring: We continuously monitor our clients' financial portfolios and provide regular updates and recommendations to ensure their investments remain aligned with their goals.
  • Discipline: We help our clients develop the discipline and self-control necessary to stick to their investment plan, even in times of market volatility.

Our Expertise

As a registered investment adviser, Keith K. Anderson has over thirty years of combined experience in business and finance. With a strong educational background in mechanical engineering and a master's degree in engineering, Keith has a unique understanding of the technical and mathematical aspects of finance. His extensive experience in consulting, leadership, and entrepreneurship has given him a broad perspective on financial planning and management.

Our Commitment

At Keith K. Anderson, Registered Investment Adviser, we are committed to providing our clients with the highest level of service and expertise. We believe that building trust and rapport with our clients is essential to achieving their financial goals. We are dedicated to serving our clients with integrity, honesty, and transparency.

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