Michael is a CERTIFIED FINANCIAL PLANNER® with 10 years of experience in wealth management, committed to delivering fiduciary advice with the highest level of care. After hearing about the subpar experiences family members and friends had with financial advisors, Michael dedicated his career to providing a client experience focused on transparency, trust, and personal connection.
He joined Farther to deliver on this mission — offering comprehensive, innovative solutions while maintaining a personalized approach to financial planning. Before joining Farther in 2023, Michael was a financial planner at Goldman Sachs Personal Financial Management, where he worked on one of the nation’s top-performing teams. He has delivered hundreds of financial plans, helping clients navigate complex tax, estate, and retirement strategies.
Michael has also served on nonprofit boards and lives in Santa Clarita with his wife, son, and dog. An avid skier, snowboarder, golfer, and pickleball player, he enjoys traveling and sharing adventures with his family.
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.
