Barbara is a multifaceted financial advisor who seamlessly balances the worlds of finance, motherhood, and wellness. As a dedicated mom and certified yoga instructor with over 15 years of industry experience, she brings a unique perspective to wealth management and understands the importance of aligning financial goals with the values of family and personal well-being.
Beyond number crunching, Barbara guides clients towards a harmonious financial future—incorporating mindfulness into the wealth management journey. This dynamic combination makes Barbara not just a financial guide, but a source of inspiration for those seeking a holistic approach to prosperity.
Barbara enjoys walking and hiking in the Bay Area, cooking, music, and entertaining family and friends.
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.
