Farnam Financial, LLC

EST. AUM
$161,447,231

CONTACTS
4

CLIENT ACCOUNTS
240

Firm Details

Metro area Phoenix
CRD Number 306180
Website farnamfinancial.com
Client types

Overview

Farnam Financial is a fee-only, fiduciary financial advisory firm located in Phoenix, Arizona. Founded by Jonathan D. Bird, a CERTIFIED FINANCIAL PLANNER™ and Certified Wealth Strategist™, the firm focuses on providing comprehensive financial planning and investment management services, especially for individuals nearing or in retirement. The firm offers services such as retirement planning, income planning, tax strategies, and portfolio management. Farnam Financial takes a holistic approach, prioritizing tax-minimizing strategies and aligning investments with each client’s financial objectives. They emphasize evidence-based investing, favoring low-cost, diversified portfolios tailored to clients' specific needs. Operating under a fiduciary standard, Farnam Financial ensures all advice is in the client’s best interest, free from conflicts of interest. The firm avoids selling products or accepting commissions, reinforcing its commitment to transparency and client-first service. Clients benefit from personalized financial strategies that provide clarity, reduce stress, and boost confidence in their financial futures. Farnam Financial is known for its integrity, reliability, and respect, treating clients with the utmost care and consideration.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Farnam Financial, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company