Brad Heaps is a CERTIFIED FINANCIAL PLANNER® professional and Certified Wealth Strategist® with over 20 years of experience guiding high-net-worth individuals, families, and business owners toward financial clarity. Specializing in tax-aware investment strategies, estate planning coordination, and complex retirement needs, Brad acts as a dedicated fiduciary. By leveraging Farther’s tech-forward platform, he combines institutional-grade resources with a relentless drive for efficiency, ensuring every financial detail is meticulously aligned with his clients' long-term success.
Brad believes that wealth management is about more than just numbers; it’s about the peace of mind that comes from a plan well-executed. He is driven by a desire to simplify the complex, transforming "market noise" into actionable wisdom. At Farther, he has found the perfect intersection of human empathy and cutting-edge technology, allowing him to meet clients exactly where they are and provide the disciplined, holistic guidance they need to reach their most ambitious destinations.
Brad is based in California, where he lives with his family. Outside of work, he enjoys staying active, fitness training, spending time outdoors, and traveling. He values family, discipline, and long-term thinking — principles that strongly influence both his personal life and the way he serves clients. He holds a BS in Finance and Business Management, ensuring his advice is backed by a rock-solid foundation of expertise and a genuine commitment to the people he serves.
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.
