Bill is a CERTIFIED FINANCIAL PLANNER® professional at Farther, where he partners with individuals and small businesses to develop personalized financial strategies that support both near-term priorities and long-term goals.
With nearly 20 years of experience in financial services, Bill began his career with AXA and MetLife in Rochester before returning to Central New York in 2010 to join his father at Diversified Wealth Strategies. He is a 2006 graduate of the Rochester Institute of Technology, where he earned a degree in Marketing and competed on the lacrosse team.
A native of Camillus, Bill now lives in Clay, New York. Outside of work, he enjoys golf and takes great pride in cheering on his daughter, Briella, in her own golf and lacrosse pursuits.
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.
