Financial Planning & Wealth Management in Farmington, New Mexico
Located at the heart of the Four Corners, Farmington is a city where tradition meets opportunity. Whether you’re managing oil and gas royalties, planning for retirement, or building wealth across generations, The Consortium offers personalized financial planning, tax optimization, and legacy strategies designed for Farmington residents and business owners.
Why Farmington Clients Trust The Consortium
Local Insight. Long-Term Strategy.
We understand the financial landscape in San Juan County—where energy, agriculture, and small business drive opportunity, but also require smart planning. Our fiduciary-first approach ensures your goals always come first.
Virtual Support with Regional Expertise
From Aztec to Bloomfield to downtown Farmington, we provide flexible planning services to individuals, families, and business owners throughout northwest New Mexico.
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Pompano Beach offers an exceptional quality of life—but rising property costs, inflation, and hurricane risks demand thoughtful financial strategy. We’re here to help you build wealth that lasts—and protects.
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Our Financial Services in Farmington, NM
Wealth Management in Farmington
Grow and preserve your assets through tax-efficient portfolios, risk management, and generational wealth strategies tailored to local industries and family needs.
Retirement Planning for Farmington Residents
We help clients transition confidently into retirement with custom income strategies, Social Security timing, and plans for long-term care—all designed with Farmington’s lifestyle and cost-of-living in mind.
Tax Planning for Individuals & Business Owners
With fluctuating oil & gas income, land holdings, and self-employed professionals, we provide Farmington residents with proactive federal tax strategies and small business deductions that preserve wealth.
Business Financial Planning in San Juan County
We guide local business owners—from contractors and ranchers to professional firms—through succession planning, tax structuring, and long-term financial growth.
Special Needs Planning in Farmington, NM
Families with children or adults who require lifelong care trust us to build special needs trusts, coordinate government benefits, and ensure secure futures with compassion and structure.
Estate & Legacy Planning in New Mexico
New Mexico law has unique probate and property rules. We help you avoid unnecessary taxes, protect your estate, and pass on your assets the way you intend—with wills, trusts, and charitable plans.
Do not save what is left after spending, but spend what is left after saving.
– Warren Buffet
Farmington Financial Planning FAQs
Is The Consortium available to meet in Farmington?
We offer virtual consultations and serve clients throughout Farmington and San Juan County. In-person meetings may be available on request.
Do you work with retirees and snowbirds in South Florida?
Yes. We help part-year and full-time Florida residents manage taxes, Social Security, and income strategies that work across state lines.
Does New Mexico have a state estate tax?
No, New Mexico does not currently have a state-level estate or inheritance tax. However, federal estate planning is still essential for high-value estates.
What if I receive oil or mineral royalties?
We help Farmington residents with irregular or resource-based income create tax-smart plans, investment strategies, and retirement contributions that maximize those earnings.
Do you help with ranch or land succession?
es. We work with landowners and multi-generational families to transfer ranches, farms, and land assets with minimal tax burden and maximum clarity.
Can you assist local small business owners?
Absolutely. From entity formation to retirement plans for owners and employees, we support Farmington business owners with clear, strategic financial advice.
How do I get started?
Just click the button above or give us a call. We’ll start with a discovery session to understand your goals and create a financial strategy that fits.
info@consortiumadvice.com
Business Hours
Monday - Friday 9am - 5 pm