Urgent Message - We are in the process of moving. Starting April 30 we will be at 1660 Old Pecos Trail, Suite B, Santa Fe, NM 87505. We will be there until our new office is renovated. On June 1st we will be in our Brand New Branch Office at 460 St. Michaels Drive, Suite 603, Santa Fe, NM 87505.
Welcome to Zia Financial Group
With more than 35 years of investment and financial experience, we’ve served the financial needs of clients seeking personal, comprehensive financial planning and investment management that relies on clear, thorough and unbiased guidance from experienced independent advisors.
We’re the financial planning and investment management firm that works for you
It’s important that our clients understand that we don’t work for a large Wall Street brokerage firm or any other corporation. What does this mean to you? Unlike advisors who work only on commission, we have no quotas or cross-selling directives, and we aren’t distracted by sales meetings or conference calls with distant senior managers. We work for you, our client, on a commission or fee basis, your choice. We’re here for one reason—to help you reach your financial goals.
We want you to understand your financial plan and everything we are doing to help you reach your goals. We believe in transparency and full disclosure, so you’ll always know how, and how much, we are compensated.
We’ll take the time to understand your unique situation, and we’ll make sure we have a complete picture before we make any recommendations. Then we’ll implement and continually monitor your plan, keeping you informed of your progress and any necessary changes along the way.
We don’t push products to meet sales quotas set by a home office. Our recommendations are based on our own knowledge and experience, and supported by access to a wide range of independent research and other sources of information. We give you our honest opinion at all times.
We pride ourselves on doing the necessary research that is required to make correct investment choices. In this crazy world of bailouts, bankruptcies and government regulation we help our clients not only understand the real issues but put together recommendations to help them navigate these on going obstacles.
Our firm is dedicated to education. With our state of the art seminar room, online seminars and market updates we keep our clients educated on retirement, college savings, estate planning, tax saving and business strategies to name just a few.