A complete list of active advisors currently associated with Farnam Financial

Warmer can help you find a great advisor at Farnam Financial or one who fits your needs even better.

Farnam Financial serves individual and high-net-worth clients with a mix of services that include discretionary investment management, ongoing financial planning, employer retirement plan consultation and management, and consulting to other RIAs. The firm also offers educational seminars and a public "Retirement Makeover" program in which selected planning sessions are recorded and posted to public video platforms such as YouTube. The firm's investment process emphasizes fundamental analysis and a predominantly passive investment management approach using diversified asset-class exposures, with investment management administered through a wrap fee program (see Appendix 1) and quarterly account reviews for discretionary clients. Clients who engage the firm for investment management receive ongoing financial planning without an additional charge, and the firm may act as a fiduciary for retirement account advice under ERISA/IRC standards. What is notable about Farnam Financial compared with many peers is that it sponsors and operates a wrap fee program for its managed accounts and discloses use of third‑party marketing arrangements: the firm engages and pays an independent promoter for client referrals (with disclosures on the promoter’s website) and notes the use of endorsements and testimonials in its advertising. The firm’s publicly recorded Retirement Makeover sessions, its RIA consulting offerings, and a recent material change adding Altruist Financial LLC as a custodian further distinguish its mix of public-facing content, advisor-to-advisor services, and custody options.

To learn more about the advisors currently working at Farnam Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.