Farmingbury Financial Services

Welcome to Farmingbury Financial Services, LLC, a trusted financial services provider dedicated to helping you make informed decisions about your wealth. Our mission is to enable you to focus on what truly matters in your life - your loved ones and the pursuit of your financial goals.

At Farmingbury Financial Services, LLC, we offer personalized, confidential financial planning and investment advisory services to individuals, businesses, pension and profit-sharing plans, trusts, estates, charitable organizations, and successful professionals such as physicians and lawyers. Our clients range from college graduates embarking on their careers to retirees, each with unique financial circumstances.

Our team of experienced professionals provides comprehensive advice through consultations, which may include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance reviews, investment management, education funding, retirement planning, and estate planning.

Investment Philosophy

Our investment philosophy is grounded in the principles of Free Market Portfolio Theory, Efficient Market Hypothesis, and Market Portfolio Theory. We believe that financial markets are efficient and that it is challenging to consistently outperform the market through active management. Hence, our approach focuses on building well-diversified portfolios that align with our clients' risk tolerance, investment horizon, and financial objectives.

We incorporate the Three Factor Model, which highlights the importance of market risk, company size, and book-to-market ratios in determining investment returns. Our academic influences include prominent economists and financial experts, ensuring that our investment strategies are based on sound theoretical foundations and empirical evidence.

Digital Deception and Cybercrime

In today's digital age, online commerce and recordkeeping have expanded, giving rise to an increase in cybercrime. As your trusted financial partner, we prioritize the security of your data and are committed to protecting you from digital deception. We employ state-of-the-art security measures, regularly update our systems, and educate our clients about best practices for safeguarding their financial information.

Current Topics and Financial Resources

We are dedicated to keeping our clients informed about the ever-evolving financial landscape. Our resource library includes newsletters, articles, calculators, and educational videos covering a wide range of timely and relevant topics such as:

1. The rise of artificial intelligence and its potential impact on the American workforce

2. The decline in college enrollment and the evolution of student debt and financial aid

3. Tips for making cost-effective decisions in higher education

4. The benefits of over-the-counter hearing aids and recent regulatory shifts

5. Strategies for managing the impact of inflation on your financial plans

At Farmingbury Financial Services, LLC, we understand that financial planning can be complex and overwhelming. That's why we are committed to providing clear, concise, and actionable guidance to help you navigate the financial world with confidence. Contact us today to learn more about our services and how we can help you achieve your financial goals.