Farnam Financial

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.

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.

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.

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.

Jonathan did a great job at listening to my needs and tailoring my financial plan to my particular situation.

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!

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.

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.