Edgemoor Investment Advisors

Edgemoor Investment Advisors, Inc. is a reputable wealth management firm based in Santa Fe, NM, offering investment management and financial planning services to a diverse range of clients, including individuals, families, trusts, retirement plans, non-profit organizations, and foundations. With a focus on long-term capital appreciation, preservation of capital, and income generation, Edgemoor employs a disciplined approach in managing portfolios tailored to meet each client's specific investment needs and objectives.

As an independent investment adviser registered under the Investment Advisers Act of 1940, Edgemoor prioritizes personalized investment strategies, actively selecting individual equity and income securities to construct and manage portfolios. Their team of Certified Financial Planner professionals also provides comprehensive financial planning services, helping clients identify their financial goals and evaluating their current financial position to project future needs. With a commitment to transparency and client satisfaction, Edgemoor's expertise and dedication have earned them recognition, including being ranked #5 on the CNBC Financial Advisor 100 List in 2022.

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