Andrea Stackland-Winterer

Principal, Wealth Advisor
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Andrea Stackland-Winterer
Andrea Stackland-Winterer
personalized approach

Our intelligent wealth platform maximizes client returns

We empower advisors with the technology, tools, and support they need to deliver clients exceptional performance and more personalized relationships
about
Andrea Stackland-Winterer

Andrea Winterer is a CERTIFIED FINANCIAL PLANNER™ professional with over two decades of experience guiding women through every stage of their financial journey. From entrepreneurs and working mothers to widows and divorcees navigating new chapters, Andrea brings empathy, expertise, and clarity to each client relationship. She completed the Certified Divorce Analyst Curriculum in 2008, offered by the Institute for Divorce Financial Analysts.

She began her financial planning practice in 2000 and went on to found E3 in 2009 in Needham, Massachusetts, with a mission to empower women to take control of their financial futures. Andrea meets clients where they are—tailoring her approach to each individual’s financial knowledge and goals—and provides thoughtful, personalized strategies to help them move forward with confidence.

Andrea graduated Summa Cum Laude from the University of Vermont with a BA in Finance. Outside of work, she is passionate about wellness, personal development, tennis, skiing, and staying active in the pursuits that keep her energized and inspired.

FAQS
What’s the first step to getting started, and what should I expect during our first conversation?

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.

As a fiduciary, how are your investment incentives legally aligned with my personal success?

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.

How does your proprietary technology enhance, rather than replace, human investment expertise?

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.

How do I know my information and my wealth are safe on Farther’s platform?

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.

How do you coordinate my entire financial life — from taxes and estate planning to my complex investments — in one place?

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.

Page Updated on:
Jan 15, 2026