Financial Advisors in New Mexico

I have been a fee-only financial advisor for 15 years. I offer extensive service and expertise to a select group of clients. The minimum investment assets is $1,000,000. I only accept 2 clients per year so that each client will continue receiving great service. Services include investment management, tax planning, retirement projections, estate planning, and insurance advice. I focus on helping my clients achieve their goals.... See More

Donna Skeels Cygan, CFP, MBA
I have been a fee-only financial advisor for 19 years.
Sage Future Financial provides customized financial planning services. I limit the firm to 40 clients so each client will receive extensive service. I accept 2-3 new clients each year. The minimum investment size is $800,000.
I have been honored to be on many lists of the top financial advisors in the US. Many of my clients have been with me for over 15 years. I serve my clients as a fiduciary, and I take the responsibility very seriously. My clients trust me to give them expert financial advice at all times. As a fee-only financial planner, I do not sell any products, and I do not earn any commissions.
My services include investment management, retirement planning, legacy planning, estate planning, tax planning, insurance advice, and college funding. I work with each of my clients to help them achieve their financial and personal goals. If you have any questions, please call me.... See More

Michael Albillar, CFP
MGM, LLC focuses on building genuine relationships with clients. Our team of expert wealth management and planning advisors is responsive, dedicated to outstanding service, and devoted to investors' financial peace-of-mind.
Our team of dedicated advisors help you customize planning solutions for reaching your family's specific financial objectives.... See More