Explore Financial Advisors Serving Santa Fe, NM

Longview Asset Management is a Santa Fe-based Registered Investment Advisor specializing in sustainable investing and comprehensive financial planning. We help individuals, families, and institutions align investments with personal values through ESG-focused portfolios and fiduciary-guided strategies. As pioneers in socially responsible investing, we offer customized solutions for retirement planning, asset management, and endowment growth while maintaining B Corp-certified ethical standards.

Crossed Pines Wealth Management offers personalized wealth management services including financial planning, retirement strategy development, and estate planning. Our client-centric approach creates customized solutions that adapt to evolving life circumstances while maintaining focus on long-term financial objectives.

Keith K. Anderson provides comprehensive financial advisory services specializing in investment planning, retirement strategies, and estate planning. As a fiduciary, we prioritize clients' interests through personalized, science-driven strategies tailored to individual life goals. Our expertise serves high-net-worth individuals seeking disciplined, transparent financial solutions.