Louis provides personalized advisory and investment management services for individuals and families who are navigating life-changing liquidity events such as retirement, inheritances, and the sale of a business.
Louis’s over two decades of wealth management experience includes roles as a financial analyst and investment consultant at Kemper Securities and a senior portfolio manager at US Bank – managing high-net-worth client portfolios and served on the Asset Allocation Committee.
When managing investments, Louis’s philosophy is rooted in sound business principles – which applies to all asset classes: equities, fixed income, real estate, and alternative investments. His focus is to help clients compound after-tax cash flows, to protect wealth, provide income, and to construct portfolios with sound diversification to weather changes in economic cycles.
Louis resides in Austin, Texas with his wife. He is an avid guitar player and has a passion for collecting electric guitars.
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.
