Turn your financial house into your financial castle

We treat you the way we would want to be treated

"Best decision I’ve made regarding trusting a firm to guide me and manage my retirement income."

- Keith D.

"...always go above and beyond expectations."

- Julie B.

...helped me overcome my fear of spending. They always put my best interest first.

- Jennifer S.

"...gave me a roadmap and opened my mind tremendously."

- Paul C.

The testimonials above were provided by current clients of Farnam Financial. Testimonials shown have been selected from among all client feedback. No cash or non-cash compensation was provided in consideration of such testimonials. The testimonials presented by the individuals above may not reflect the sentiments of all clients of Farnam Financial, and we encourage you to independently evaluate Farnam Financial based on additional criteria that you deem appropriate.

Who We Serve

We serve clients with over $2M of investible assets, especially those nearing or in retirement.

We’re headquartered in Phoenix, Arizona but work with clients nationwide by video and phone.

What We Offer

1) We're here to make it easy to identify and acquire the right health insurance for you.

In addition to offering our own expertise, we pay Move Health to provide you with a team of licensed health plan advisors for free education, guidance, and help with insurance enrollment.

2) Having a portfolio over $2M means you have something worth protecting from the risk of lawsuit.

We’ll analyze your existing Property & Casualty coverage to help ensure you have both the right types of coverage and the right amount for your situation.

We’re glad to meet with your insurance provider / broker to share and discuss our recommendations. Our goal is to minimize your time and effort!

Note: To avoid conflicts of interest, Farnam does not sell insurance.

We’ll analyze your estate plan to aid in guaranteeing:

1) you’re protected in case of incapacitation and your wishes are being honored

2) your assets pass to your intended beneficiaries without public disclosure, high costs, or time-delay due to probate.

While we don’t draft estate documents, we’ll refer you to estate attorneys we know, like, and trust.

We’ll also help implement your estate plan by retitling assets so you’re always covered.

This last step is crucial and we’ve seen it so often overlooked by both attorneys and clients.

How We Deliver It

What to expect

Introduction

Schedule a call so we can get to know each other and see if we're a mutually good fit.

Financial Castle System

We guide you through our proven process to build a plan tailored to your goals and preferences.

Ongoing Service

We stay current with your life, keep you informed of what matters, and help protect what you’ve built.

See Our Process

About Us

The unexpected moment that inspired Farnam's founding in 2019 ->

Meet the Team

See if you're a fit

Get Started

Here's What People Are Asking

We charge 1% on the first $2 million we manage, 0.6% on the next $8 million, and 0.3% on amounts over $10 million.

There are zero additional fees for any of our services such as tax planning, insurance review, or estate review.

As consumers, we can’t stand nickel-and-diming, so Farnam also covers 100% of any trading commissions charged by our client custodian, Charles Schwab.

Charles Schwab - the second largest custodian in America. Schwab is a reputable firm that will ensure your assets are under safekeeping and are easy to access. It also helps ensure that you are never subject to any scams or fraud like the one conducted by Bernie Madoff. Schwab offers several layers of security and caps it with a Security Guarantee that states if your funds are stolen they’ll replace 100% of them.

What do you charge?

We charge 1% on the first $2 million we manage, 0.6% on the next $8 million, and 0.3% on amounts over $10 million.

There are zero additional fees for any of our services such as tax planning, insurance review, or estate review.

As consumers, we can’t stand nickel-and-diming, so Farnam also covers 100% of any trading commissions charged by our client custodian, Charles Schwab.

Do you sell products or charge commissions?

Are you a fiduciary?

Where are my assets held?

Charles Schwab - the second largest custodian in America. Schwab is a reputable firm that will ensure your assets are under safekeeping and are easy to access. It also helps ensure that you are never subject to any scams or fraud like the one conducted by Bernie Madoff. Schwab offers several layers of security and caps it with a Security Guarantee that states if your funds are stolen they’ll replace 100% of them.