Alex has always been driven by a passion for helping others, which, combined with his love of business and economics, naturally led him to financial planning. He takes pride in advising individuals and families, helping them navigate financial roadblocks and capitalize on opportunities to achieve their long-term goals.
Alex spent over a decade in investment banking and corporate finance at the beginning of his career, providing financial analysis, insights, and scenario planning to help drive strategic decision-making. Today, he applies that same deeply analytical perspective to guiding clients through complex financial landscapes with a focus on long-term success—ensuring that his clients have clarity, confidence, and a well-structured plan for their financial future.
Beyond his work with clients, Alex is dedicated to advancing the financial planning profession. He tutors CFP® candidates, helping them prepare for and pass the national CFP® exam.
Alex earned his B.S. in Accounting from Purdue University and his Master of Public Administration in Finance & Fiscal Policy from Cornell University.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
