Bill has dedicated his career to maximizing the probability of successful outcomes for his clients—focusing on the removal of unnecessary complexity, risks, and fees over his 20 years of investing and wealth services experiences. With a $1 million household minimum, each of Bill's clients receives a multi-expert team approach, including senior wealth planners and client experience professionals, with tailored investing and personalized wealth planning solutions.
Bill has a diverse multi-asset class investing background and has been responsible for the management of hedge funds and a mutual fund. The mutual fund business started by Bill was acquired by Fortress Investment Group (FIG), after which he served as a Managing Director at Fortress. Bill founded the independent RIA, WealthFactor, in 2017—which was merged into Farther in 2022.
Bill resides in Lake Oswego, OR, with his wife, Nicole; three sons, Henry, Thayer, and Griffin; and Goldendoodle, Goldie. He enjoys traveling, spending time at the lake (Lake Oswego), and coaching youth sports.
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.
