Since 2004, Keith has helped business owners, entrepreneurs, and families accumulate wealth through goal-based planning to achieve their dream lifestyle and retirement and create multi-generational wealth. His approach – which coordinates all assets – fosters clarity and confidence to financial decisions. Through deep, honest conversations with his clients, Keith creates, implements, and monitors customized financial plans tailored to support their lifestyles and long-term goals.
Prior to 2004, Keith founded The Links Group, advising business owners on corporate finance, business strategy, and technology, and he previously developed product and marketing strategies for Xircon and Fujitsu.
Keith lives in Los Gatos, California, with his two Shih Tzus and enjoys fishing for king salmon in British Columbia, golfing, and traveling.
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.
