Farnam Financial

Farnam Financial is a registered investment advisory firm in Phoenix that works mainly with retirees and people nearing retirement who have more than $2 million in investable assets. Its services cover retirement planning, investment management, tax planning, Social Security and income planning, insurance review, and estate plan review. The firm says it does not sell insurance or products and does not take commissions.

Clients usually start with an introductory call, then go through a planning process with quarterly meetings, though meeting frequency can be adjusted. The firm works with clients nationwide by video and phone, and its office is at 2415 E. Camelback Rd. in Phoenix. Phone access is available on weekdays during business hours, and the firm says it aims to respond within 24 hours.