Farnam Financial
Company

Farnam Financial

Financial Services Phoenix, Arizona 3 employees
Employees
3

Farnam Financial Overview

Headquarters
Phoenix, Arizona
Industry
Financial Services
Employees
3
Founded
2019
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Farnam Financial

Farnam Financial is an independent investment advisory firm with physical offices across Arizona and Florida serving clients nationwide who are in retirement or nearing it. We provide portfolio management, financial planning, tax planning, and other wealth management services. Our goal is to turn your financial house into a financial castle by helping provide three primary benefits: more money for you and your family, lowering your tax bill, and peace of mind through any market. We are proud to serve as a fee-only fiduciary and never charge commissions or sell products. Farnam Financial's mission is to provide clients with peace of mind through any market and accelerate society's transition to indexed stock ownership.

Farnam Financial Contact Details

People in AeroLeads
1

Farnam Financial Org Chart

Sample employees and titles
Name Title Contact
Jonathan Bird Cfp®, Cws® Helping Clients Turn Their Financial
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