Benjamin is a CFA® with over 20 years of experience helping clients optimize their financial lives with a true “CFO mindset.” He completed the New York Institute of Finance - Core Skills Analyst Program and advises individuals and families across investments, real estate, household liabilities, and tax-aware structuring—bringing together every part of the balance sheet to create integrated, long-term strategies. Known for his entrepreneurial drive and deep technical expertise, Benjamin serves as a trusted advisor who delivers clear, actionable guidance tailored to each client’s goals.
By blending investment management with liability planning, real estate, and entity structuring, Benjamin helps clients not just preserve wealth, but position it to support a meaningful, fulfilling life. His approach reflects both discipline and creativity, grounded in his passion for education and his commitment to empowering clients through knowledge and strategy.
Outside of work, Benjamin channels that same passion into music. A lifelong musician since the fourth grade, he plays guitar, piano, drums, and sings with his band. He also enjoys live music, hiking, running, and exploring wine. He strives to live with gratitude, authenticity, and courage, cherishing time with his family and seeking to make a lasting impact both personally and professionally.
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.
