John R. Adams, Financial Advisor

CONNECT

Address:

125 Lincoln Avenue Ste. 200
Santa Fe, NM 87501-2021

Phone:

(505) 982-1904,(800) 233-4108 toll-free

Fax/Other:

(505) 982-1909

Our Services

We offer a full range of financial services to individual and institutional investors, including:










Raleigh and Brandywine


  • Cash Management
  • Risk Management
  • Investment Planning sensitive to tax consequences
  • Retirement Planning, ROTH and Traditional IRA Accounts
  • Estate Goal Planning
  • Charitable Gift Planning
  • Trust Account Investment Management
  • Donor Advised Fund Investment Management
  • Education Expense Planning and college funding accounts including 529 plans



We also offer business financial services, including employee and executive benefit plans. 


We do not offer tax or legal advice or provide trust services; however, we will work with your legal, trust and tax professionals to support your financial goals.   

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck