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 works primarily with individual clients, including high‑net‑worth households, and provides advisory services to employer retirement plans as well as consulting to other RIAs. Its service set includes discretionary investment management, ongoing financial planning, retirement plan consulting, educational seminars, and occasional publicly recorded "Retirement Makeover" planning sessions. The firm typically implements passively oriented, asset‑allocation portfolios while applying fundamental analysis to select funds and securities, and it manages client accounts through a sponsored wrap‑fee program. Ongoing financial planning is integrated into the investment management relationship and the firm conducts periodic reviews of client accounts. Compared with many peers, Farnam Financial is notable for sponsoring a wrap fee program and for using endorsements and client testimonials in its advertising—both of which are uncommon among similar firms. The firm also provides RIA consulting, posts selected planning sessions to public platforms, and has recently added a newer custodial option alongside traditional custodial relationships.

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.

You can also browse Farnam Financial's office locations.