About Farnam Financial
Reviews for Farnam Financial
Write a reviewHours
Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
Farnam Financial is a financial advisory firm specializing in helping individuals approaching or already in retirement. The firm focuses on three key areas: increasing portfolio returns, reducing tax burdens, and providing clients with peace of mind. Farnam Financial distinguishes itself by offering a flat fee structure instead of percentage-based fees. They utilize a strategy of low-cost index funds for investments and pride themselves on providing honest and expert financial advice in an efficient manner. Clients praise Jonathan Bird, a financial advisor with Farnam Financial, for his extensive knowledge, ability to listen to individual financial goals, and for providing sound, rational advice. His commitment to client service is highlighted, even for those with smaller accounts.
Jonathan is exceptional. He takes the time to truly listen and understand the full context before offering thoughtful guidance, always prioritizing our family’s best interests. Over the years, he has consistently demonstrated integrity, strong ethics, and a genuine commitment to doing what’s right. Jonathan is the kind of advisor you want in your corner – trusted, principled, and unwavering in his support. We highly recommend him!
We have been so happy and more confident than ever since we started working with Farnam (Jonathan, Greg and team). Unlike our previous planner/advisor, Farnam is clearly listening to us and giving guidance that is in OUR best interest. We meet every quarter or so and they are ALWAYS available for assistance and support.
Our only regret is that we didn't seek out Farnam years ago. This is what financial planning and advising is supposed to look and feel like.
Hiring the right financial planner is one of the most important decisions you can make. You need someone who truly understands the markets and the complexities of investing. Just as important, you need someone who will take the time to understand your goals, your situation, and what matters most to you.
Farnam Financial delivers on all of that and more. They combine knowledge and expertise with genuine care, providing peace of mind that your financial future is in the right hands.
I couldn’t recommend a better firm for financial planning and guidance!