About Farnam Financial

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Here's What People Are Asking

All registered investment advisory firms are listed on the SEC website. The web address is: https://adviserinfo.sec.gov/

From this site you can search for any of our individual names under the “Individuals” tab or search for Farnam Financial under the “Firm” tab. Either way will allow you to independently verify our clean background and registration as an investment advisory firm.

After the onboarding process and making our initial changes, we’re happy to meet with you quarterly. We can talk more or less often at your preference. We’re always available for important one-off items that could come up at any time whether it’s a home refi, car purchase, or something extraordinary going on with the market or country. We believe this schedule strikes the right balance of keeping you informed while also keeping your schedule open for doing what you love. Important to note though, if your expectation of a good financial advisor is discussing your portfolio weekly or monthly then we are not the right fit.

How can we independently verify that you’re an advisor with a clean track record?

All registered investment advisory firms are listed on the SEC website. The web address is: https://adviserinfo.sec.gov/ From this site you can search for any of our individual names under the “Individuals” tab or search for Farnam Financial under the “Firm” tab. Either way will allow you to independently verify our clean background and registration as an investment advisory firm.

Do you have any clients we can reach out to as a reference?

How can we reach Farnam when questions or needs come up outside our regular meetings?

How often do we meet?

After the onboarding process and making our initial changes, we’re happy to meet with you quarterly. We can talk more or less often at your preference. We’re always available for important one-off items that could come up at any time whether it’s a home refi, car purchase, or something extraordinary going on with the market or country. We believe this schedule strikes the right balance of keeping you informed while also keeping your schedule open for doing what you love. Important to note though, if your expectation of a good financial advisor is discussing your portfolio weekly or monthly then we are not the right fit.

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