Bev has dedicated over 20 years to guiding high-net-worth individuals and families through the complexities of wealth management. During his 15+ years at Fidelity Investments, Bev built a reputation for integrity, deep expertise, and an unwavering commitment to his clients’ best interests. Recognizing the need for greater flexibility and truly objective advice, he joined Farther to serve as a fully independent fiduciary advisor.
At Farther, Bev combines personalized planning, cutting-edge technology, and access to best-in-class investment solutions to help clients grow and preserve their wealth. His approach is rooted in building long-term relationships based on trust, transparency, and a deep understanding of each client’s goals.
For Bev, success is measured not by products sold, but by the confidence and peace of mind his clients gain on their financial journeys.
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.
