Peoria, AZ Office

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Farnam Financial

Supported

Firm-wide stats for Farnam Financial

Total advisors

Across 3 offices

Clients per advisor

27 Low

Avg AUM per client

$1,993,176 Very High

HNW client ratio

73% Very High

About

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.

Based on Farnam Financial

Expertise

Business ownership considerations Retirement income strategy General estate planning guidance Charitable giving & philanthropy

Based on Farnam Financial

Occupation focus

Executive Founder/Business Owner

Based on Farnam Financial

Location

16165 N 83rd Ave, Suite 200

Peoria AZ 85382

Advisors at this office

Gregory B

CFP®, CFA®, Series 63, Series 66

Peoria, AZ

Farnam Financial

Gregory Bradstreet is a financial advisor at Farnam Financial with 17 years of industry experience. He holds the CFP® and CFA® designations and has worked at Schwab Private Client Invest Advisory, Inc., and Charles Schwab. He also serves as a faculty member at Grand Canyon University. Farnam Financial serves individual clients, including high-net-worth households, and provides advisory services to employer retirement plans and other RIAs. The firm employs a passively oriented, asset-allocation investment approach combined with fundamental analysis and integrates ongoing financial planning with investment management.

Business ownership considerations Retirement income strategy General estate planning guidance Charitable giving & philanthropy Executive Founder/Business Owner

View complete list of advisors at this office

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