Andrew serves combines a deep technical background with a passion for helping clients navigate their most complex financial milestones. With over a decade of experience across investment banking and private wealth management, Andrew’s approach is rooted in holistic planning. He believes that a truly effective financial strategy isn't just about the numbers; it’s about aligning a client’s unique life goals with a customized, disciplined roadmap for the future.
Andrew is a CERTIFIED FINANCIAL PLANNER® professional and a CEPA® professional. Andrew takes a holistic approach to wealth management, ensuring all aspects of a client’s financial picture are seamlessly integrated and working toward a common goal. Before joining Farther, he honed his expertise at Wells Fargo Advisors and Symmetry Wealth Advisory Group, focusing on tailored financial planning. His career also includes significant experience in the institutional space; at Cresset Capital, he participated in extensive manager research including private investment diligence across private equity, venture capital, and real estate. Having previously served as an Investment Banking Associate at Societe Generale, Andrew offers clients a sophisticated perspective that blends "Wall Street" analytical rigor with personal "Main Street" advisory.
A graduate of the Kelley School of Business at Indiana University with degrees in Finance and International Business, Andrew now calls the New York City area home with his wife, Amanda. Outside of the office, he is an avid traveler, and he has traveled to over 27 countries and counting. When he’s not on the slopes as a frequent skier or exploring a new destination, you can usually find him spending time with friends and family or cheering on his favorite New York sports teams.
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.
