PROFESSIONAL PROFILE
The Farnham, Dols & Radziwanowicz team is a client service oriented advisory team that imparts over 80 years of collective investment experience to deliver high quality investment advice, guidance and desired outcomes for each unique client-family situation. We continue to advance our services and professional designations to meet the rigorous requirements of our dynamic retirees, high net-worth individuals, families and the marketplace. Understanding affluent clients and their unique family situations requires a wide array of experience, capabilities, and strategies.
- Investments that build and preserve wealth
- Retirement plans: 401(k), Rollover IRAs, IRAs, etc
- Income & distribution strategies
- Banking Services: Credit & Liability analysis
- Business succession planning
- Wealth and Estate transfer strategies
- Charitable, Philanthropic and legacy inclinations for planned giving to your favorite charities and organizations
We work with our clients to protect and grow their wealth. By customizing a wealth management plan, we partner with you and your family to implement and monitor a strategy that will successfully achieve your financial and family legacy goals.
We often work with your tax and legal advisors to help you focus on tax and estate planning issues that will optimize your financial situation.
We value the long term relationships we have developed with our loyal clients. Over the past 20 years, our practice has grown through referrals from clients and professional advisors who recognize the value of consistent service and professionalism.
Michael J. Farnham, Vice President-Wealth Management Advisor Certified Investment Management Analysis (CIMA®).
Loren L. Dols, Assistant Vice President–Senior Financial Advisor
Chartered Retirement Planning Counselor (CRPC®).
Ralph B. Walker, Investment Associate
Chartered Retirement Planning Counselor (CRPC®).
Len Radziwanowicz, Financial Advisor, CFP®
Chartered Retirement Planning Counselor (CRPC®)
Certified Financial Planner® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.