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Farnam Financial

Farnam Financial is a independent investment advisory firm that serves clients in retirement or nearing it. We provide portfolio management, financial planning, tax planning, and other wealth management services. Our goal is to your financial house into a financial castle by helping provide three primary benefits: more money for you and your family, lowering your tax bill, and peace of mind through any market. We are proud to serve as a fee-only fiduciary to 48 households representing $76 million in assets under advisement. We always act in your best interest and never charge commissions or sell products.


Main category: Finance

Sub category: Financial Planning

Tags: Retirement planning, portfolio management, Fee-only fiduciary

Added: 29-01-2023

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