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Financial Advisor & Wealth Management in Prescott, ArizonaJohn L. Farmer, AIF®I've helped Prescott pursue its goals for nearly two decades. I know how to make the most of yours.

Financial Advisor & Wealth Management in Prescott, Arizona

John L. Farmer, AIF®

I've helped Prescott pursue its goals for nearly two decades. I know how to make the most of yours.

John Farmer, AIF®, combines a data-driven investment approach with an emphasis on education, helping clients understand their options and make informed decisions around retirement, investments, wealth transfer, and their long-term financial goals.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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About Me

About Me

A sound investment strategy depends on understanding your goals. That's why I begin by reviewing your risk tolerance and time horizon before incorporating your financial goals into my data-driven approach.

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Services

In addition to working tirelessly on your behalf, I offer an array of services to those in our community including retirement income planning, intergenerational wealth transfer, and donor advised fund planning for Prescott, Arizona.

Retirement

Pursuing retirement dreams in the future requires a strong foundation now.

Lifestyle

From budgeting to cash flow analysis, I'll work to help you live your dream life.

Investment

I know how to create a portfolio designed around your needs.

Taxes

I have resources to help resolve some of the most sophisticated tax issues.

Estate

With sensitivity and care, I’ll help create an estate strategy for your family's situation.

Money

Wealth management is one of the most overlooked parts of a successful retirement strategy. I can help.

Take the Next Step

Work with an independent financial professional who takes a personalized, collaborative approach to helping you pursue your financial goals.