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Farther is exceptional wealth
management built for you.

We help

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go Farther.

Farther is exceptional wealth
management built for you.

We help

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go Farther.

Farther is exceptional wealth
management built for you.

We help

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go Farther.

Farther is exceptional wealth
management built for you.

Why Farther

The First Digital Family Office

Until now, full-service wealth management was exclusive to the ultra-wealthy. Not any more. Only Farther pairs expert advisors with intelligent technology to deliver the modern wealth management experience that you deserve.

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our Mission

Is to help you
go farther.

Our clients aspire to achieve a better future. What that looks like is unique as you are: a place to call home, a business to build, security in retirement, the financial freedom to travel the world. Whatever the dream is, it will take capital to make it real. We help our clients make the most of their wealth.

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HOW IT WORKS

An approach as unique as you.

We’ve reimagined what a wealth management platform delivers, allowing you to easily find a financial advisor and connect at your convenience, to customize, invest, and professionally manage your entire financial life in one place, and to automatically squeeze more out of your hard-earned dollars to reduce your tax bill. In other words, to take your wealth farther, faster.

Meet your Advisor
Connect with a fiduciary financial advisor who has your back.
Build a Plan
Work with your dedicated financial advisor to build a unique plan around your goals.
Grow your Wealth
Implement your plan with investments, accounts, and cash management custom-built for you.
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Our Technology

Simplifying the
complex.

Our modern interface gives you visibility into and control over where your money is, how it’s growing, and how it changes with you. When you have access to powerful cash management tools, tailored investments, vetted alternative investments, and expert help at your fingertips, you’ll feel what it’s like for personal finance to “just work.”

Our Advisors

Get results.

Our advisors are your guide through the fraught world of personal finance. They add structure and rigor to your decision-making, and they help you do the things you know are important, but don’t always prioritize - like managing cash, monitoring investments, reducing taxes, and getting the best out of all your financial products. In short, they help you confidently build and manage a financial plan that's unique to you.

Shelby Shelby
Financial Advisor
Roy Satterthwaite
Financial Advisor
Anthony Carlton
Financial Advisor
OUR CLIENTS

Love growing with us!

Our clients trust us with their financial well-beings, their nest eggs, and their legacies. We know just how important decisions about wealth are and how dramatically they can affect outcomes. That’s why we strive to deliver much more than just investment management. We aspire to be your personal CFO.

"
Though I come from FinTech, I very much rely on Farther to help me navigate both my own risk propensity and this volatile economic climate.
"
Brian Mahendra Lane

|  Business Development / Partnerships
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Want to go Farther?

Take the first step toward controlling your financial future and achieving the life you envision.

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