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Farnam Financial

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About Farnam Financial

With a focus on being a fiduciary financial advisor, we provide comprehensive wealth management services to our clients. Our team of Certified Financial Planners is dedicated to helping individuals and families achieve their financial goals and ensure peace of mind in retirement. At Farnam Financial, we prioritize integrity, reliability, and respect, and always put our clients' best interests first.

Location & Directions for Farnam Financial

2415 E Camelback Rd, Phoenix, AZ 85016
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Services Farnam Financial Offers

We offer a range of comprehensive financial advisory services designed to meet the unique needs of our clients:

1. Financial Planning: We provide personalized financial plans tailored to your specific goals and circumstances.

2. Retirement Planning: Our experts assist with retirement strategies such as Social Security optimization and funding potential long-term care events.

3. Portfolio Management: We use index funds to ensure you earn your fair share of the market's returns while minimizing fees.

4. Income Planning: Our retirement income strategy ensures regular paychecks deposited into your bank account for uninterrupted lifestyle enjoyment.

5. Tax Planning: We work with your CPA or tax advisor to minimize your taxes through asset location and spending order strategies.

Trust Farnam Financial to protect and grow your wealth, provide peace of mind in retirement, and help you achieve long-term financial success.

  • fee-only financial planning
  • Fiduciary Financial Advisor
  • Financial Planner
  • Retirement Planning Services
  • Wealth Management
5.0 Out of 5.0

Reviews For Farnam Financial

Reviews for this business have been aggregated from multiple sources.

Based on 8 Reviews

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Jay Yi
Review source: Google Jay Yi Saturday, August 19th 2023
Jonathan is an incredibly helpful and knowledgeable financial advisor. His advice was thorough, and took into account all aspects of my personal finance experience/state. He helped setup a financial plan, and provided a ton of resources and advice to help progress it. Jonathan would be my go to recommendation for financial planning.
Keith Donaldson
Review source: Google Keith Donaldson Monday, August 14th 2023
I highly recommend Farnam Financial to help you navigate through your financial needs. I started talking with Jonathan about a year ago to learn how his firm operates and to see if we could be a good fit working together. This was the best decision I have made as it relates to trusting a firm to guide me and manage my retirement income. I have not retired yet, however, I am a year away from my date. Jonathan was able to let me know if I am prepared to retire when I want and live the lifestyle that is important to myself and my wife. Jonathan is very personable, he does not push any products, he is honest and answers any question you may have. I feel very confident in my decision to partner with Jonathan at Farnam Financial to manage my retirement income through retirement. I'd be happy to talk to anyone about my experience to date working with Farnam Financial.
Beatriz Romero
Review source: Google Beatriz Romero Friday, April 28th 2023
Jonathan's financial expertise is a valuable contribution to the world. He is an exceptional listener, patient, and immensely helpful. In just one session, he provided me with answers to questions that had been weighing on me for some time. I now feel confident in implementing his recommendations for a secure financial future.
Dan VanDusen
Review source: Google Dan VanDusen Tuesday, April 25th 2023
Jonathan is an exceptional financial advisor and possesses all the qualities I seek in a trusted advisor. Also, check out his book, Income on Demand, on Amazon for great insight on retirement planning.
Luc Paradis
Review source: Google Luc Paradis Friday, March 10th 2023
Jonathan did a great job at listening to my needs and tailoring my financial plan to my particular situation.
Allison Halpin
Review source: Google Allison Halpin Friday, February 17th 2023
Jonathan at Farnam Financial assisted me in saving and investing for my future. He helped set me up for success and shared his expertise in a way that made investing simple. He's so knowledge, answered all my questions, and is truly a financial advisor you can trust. Would recommend Farnam Financial to anyone looking to invest, plan for retirement, or whatever else you may need financially!
Robinson Crawford
Review source: Google Robinson Crawford Wednesday, February 8th 2023
Jonathan's an excellent retirement planner. He does great work and is invested in his clients' success. I'd also recommend his book to anyone, whether you're novice or advanced in the details of tax efficient retirement planning.
Nikolaus Tendler
Review source: Google Nikolaus Tendler Monday, May 3rd 2021
J.D. Bird and Farnam Financial have done an amazing job for me and my wife. He took over our portfolio October 1, 2020 and the results have been great. Excellent planning and execution that included growth, an eye toward capital gains and offsetting tax consequences. Outstanding job. I would recommend Farnam Financial to anyone needing a financial advisor.
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More About Farnam Financial

Our leading fee-only financial planning firm is based in Phoenix, AZ. We specialize in providing comprehensive wealth management services with a fiduciary approach. Our team of Certified Financial Planners is dedicated to helping retirees achieve their financial goals and enjoy a secure retirement. We differentiate ourselves by focusing on your results and avoiding conflicts of interest. With expertise in retirement planning, portfolio management, tax planning, and income planning, we offer tailored solutions to protect and grow your wealth over time. At Farnam Financial, we are committed to simplicity, transparency, and providing ongoing support and education to our clients. Trust us to help you make more money, cut your tax bill, and enjoy your desired lifestyle in retirement.