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About
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.