Farnam Financial

Farnam Financial is a fiduciary wealth advisory firm based in Arizona. The team manages over $200 million in assets for 90 client households across 14 states. Founder Jonathan holds the Certified Financial Planner™ designation and has over twelve years of experience in wealth advisory.

The retirement blog covers topics like Social Security timing, tax-saving strategies, healthcare before Medicare, long-term care planning, and bond investing. Farnam uses Charles Schwab as its custodian and charges no extra fees for tax planning, insurance reviews, or estate reviews. Clients meet quarterly and get regular video updates between sessions.