Bill is a CERTIFIED FINANCIAL PLANNER™ professional with over 17 years of experience helping individuals and business owners navigate complex financial decisions with clarity and confidence. Bill focuses his practice on comprehensive financial planning for high-net-worth individuals and small business owners, with an emphasis on tax-efficient retirement planning. He also works closely with individuals navigating divorce, offering guidance around the equitable distribution of marital assets.
Bill holds a BS in Economics and is committed to upholding the rigorous ethical standards of the CFP® designation. Passionate about financial education, Bill has taught continuing education courses at local community colleges and previously served as Vice President on the board of CareNet Counseling, a nonprofit affiliated with Wake Forest Baptist Health.
Originally from New Jersey, Bill has proudly called North Carolina home for more than 40 years. Outside of work, he enjoys bodybuilding, golf, reading, and cheering on Notre Dame Football. He has been happily married for over 24 years and is the proud father of three children and a grandchild.
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.
