Jonathan Bird

CFP®, CWS®

Farnam Financial

Financial Planner & Investment Advisor

Jonathan Bird

CFP®, CWS®

Farnam Financial

Financial Planner & Investment Advisor

Our mission is to turn your financial house into a financial castle. What do we mean by that? A physical castle represents protection and longevity. The portfolio and recommendations that Farnam offers are all designed to protect your lifestyle, provide peace of mind, and help ensure your money will last. We do this by prioritizing the protection of your principal and generation of reliable income. - Jonathan Bird, CFP®, CWS®

Fee-Only financial planner located in Phoenix serving retirees and near-retirees throughout Arizona and across the country.

Farnam Financial is an 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 and never charge commissions or sell products. We work with clients in-person, virtually, and by phone.

Jonathan Bird is a Phoenix, AZ fee-only financial planner. Farnam Financial provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jonathan Bird is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Jonathan Bird was born in Phoenix, Arizona and graduated from Creighton University. He previously worked for Charles Schwab & Co. and managed over $250 million in client assets for 205 high-net-worth families. With eight years of financial services experience, he holds both the Certified Financial Planner™ and Certified Wealth Strategist™ professional designations. He is the author of the Amazon #1 Best-selling book, Income on Demand - Master Your Retirement Portfolio, Ignore the Market, and Leave the IRS Weeping.

Outside of work, Jonathan enjoys running a Junto group inspired by Benjamin Franklin’s autobiography. He also enjoys reading, golf, and pickleball.

Jonathan Bird is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Our mission is to turn your financial house into a financial castle. What do we mean by that? A physical castle represents protection and longevity. The portfolio and recommendations that Farnam offers are all designed to protect your lifestyle, provide peace of mind, and help ensure your money will last. We do this by prioritizing the protection of your principal and generation of reliable income.


Investing

Rule #1 is don’t lose money. Rule #2 is don’t forget Rule #1. Index funds help protect you against inflation, keep your taxes low, and keep your fees lower.

 

Retirement

Written in plain English, our retirement plans can help answer, “When can I safely retire? When should I take Social Security? How much can I spend and still have the portfolio value I want leftover?” 

 

Education

We also provide an educational program that helps ensure your peace of mind through any market downturn.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Retirement Income Planning
  • Tax Planning
  • Investment Management
  • Comprehensive Financial Planning
  • College Education Planning

Ideal Clients

  • Retirees and Near Retirees
  • Sudden Money Situations
  • Attorneys & Judges

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Transparent Compensation
  • Zero commissions
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Jonathan Bird is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Jonathan Bird is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Certified Wealth Strategist® (CWS)
    Jonathan Bird is a is a Certified Wealth Strategist® (CWS)

    The Certified Wealth Strategist® utilizes a blended learning approach that includes instructor-led training, 13 Wealth Management Issues study guides, online mastery exams, conversation skill builders and eLessons. The learning experience culminates with a Capstone Project: a written document demonstrating a sustainable framework which applies the new knowledge and skills to the practitioner’s business. The program provides the knowledge, the practice management formula, and the critical client interaction skills to create and build a dynamic Wealth Advisory practice that works effectively with complex client issues.

  • Financial Planning Association
    Jonathan Bird is a Member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Jonathan Bird

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • 2415 E Camelback Rd
    Suite 700
    Phoenix, AZ 85016

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser