Wealth management used to be for billionaires
We replace legacy technology and archaic processes to pull that experience forward.
We replace legacy technology and archaic processes to pull that experience forward.
Exceptional wealth management was previously only available to those had already built generational wealth. At Farther, we wanted to take the best parts of that experience and make it accessible to busy professionals, like you.
We built a wealth management platform where you can start taking control of your money in under 10 minutes. You will get access to an expert financial advisor, and our proprietary technology will move your money where it needs to go to squeeze more out of your hard-earned dollars and reduce your tax bill.
When it comes to your nest egg, trust is everything. We match you to an advisor who has your back. That's not just the right thing to do. We're legally required to act in your best interest. Try getting that from an old broker.
Our next step is to add the core accounts you need to protect yourself from the unexpected and save for retirement or financial independence. These include an emergency fund, IRA, and long-term growth fund for most.
It's hard to manage what you can't measure. We make it easy to link all of your bank, investment, and debt accounts all in one place, so you have a holistic view of your entire financial life.
You're in control of how you choose to save going forward. You can make one-time investments, set up a recurring transfer, or even set a floor in your bank account and seamlessly invest the excess.
Your cash waterfall is how you cascade your next dollar saved across accounts to reduce taxes and stretch your earning potential farther. We make it easy to build and implement your own always on cash waterfall.
Thinking of buying a house? Starting a business? Taking a sabbatical? Whatever it is, you'll want to add your goals and pair them with investment portfolios tailored to your timeline. Earn while you save, and get farther faster.
When you get to the point where bad decisions can cost you hundreds of thousands of dollars or more, it's time to graduate from robo-advisors and other DIY solutions. We know continuing down that path will leave you thinking you could be achieving more. That’s why we are here.
Farther delivers exceptional wealth management without the hidden fees and absurdly high minimums. Our platform helps you manage your wealth without lifting a finger, so you always know what you have, where you have it, and how to get answers quickly when you need help. All so you can get back to focusing on the rest of your life.
Most of our clients come to us with a specific question on their mind. For some, it's a big change in their lives that motivated their interest. Those changes range from having a new baby to getting a big promotion to moving cities or receiving an inheritance.
Other clients begin with the notion that it's time to turn over a new leaf and finally get as serious about their money as they are about their careers.
Whatever it is for you, know that we've probably seen it before, and that we're standing by, ready to help. At Farther, we're more than just investment management, and complexity is where we shine.