Farnam Financial

Dec 2023

Jonathan Bird possesses a wealth of knowledge and has the ability to listen to your financial objectives and provide rational, sound advice. I have great respect for Jonathan’s financial expertise and would highly recommend him for financial advising needs.

Dec 2023

I found Farnam Financial by scouring the internet for a financial planning firm that operates on a flat fee rather than charging me a percentage of my portfolio. Farnam is one of two that I found, the other is a company called Facet. After introductory phone calls with both firms, I chose Farnam because I like their investment strategy of using low fee index funds and I liked the idea of working with a local person. I have to admit I we have never met in person, but I still like knowing that I could meet in person and that Farnam has connections to the same community that I am a part of. Having said that, I do recommend Farnam's services no matter where you live....read full review

Oct 2023

Jonathan Bird was very generous with his time. He obviously knows his business, gave me valuable suggestions, and kept me from making a serious mistake. Even though my account is currently smaller than his minimum, he treated me as if I were a high roller. I can't recommend him enough if you need a financial planner.