Ben is a seasoned advisor and business development leader with over two decades of experience in the financial services industry. He currently serves as Director of Business Development at The Waypoint Company and The Pharmacy Insurance Group, where he specializes in supporting pharmacy professionals with integrated solutions that address both personal wealth and business needs.
With deep roots in the medical and pharmacy communities, Ben brings a thoughtful, strategic approach to every relationship. He helps clients navigate the financial complexities unique to healthcare professionals—from planning for business growth to preserving long-term personal wealth.
Over the course of his career, Ben has played a key role in expanding The Waypoint Company’s presence and impact in the health and wealth care industry. His work is grounded in partnership, insight, and a genuine commitment to delivering lasting value to the clients he serves.
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.
