Brad Reichert

Certified Financial Planner
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Brad Reichert
Brad Reichert
personalized approach

Our intelligent wealth platform maximizes client returns

We empower advisors with the technology, tools, and support they need to deliver clients exceptional performance and more personalized relationships
Client Focus
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areas of Expertise
Tax Strategies
Asset Allocation
Equity Compensation
Retirement Planning
Estate Planning
qualifications
CERTIFIED FINANCIAL PLANNER® (CFP®) Practitioner
CFA®
ChFC®
Locations served
Phoenix, AZ
Brad Reichert
team
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about
Brad Reichert

Brad Reichert is a seasoned financial advisor with more than 25 years of experience in wealth management and personal finance. He is a Chartered Financial Analyst (CFA®) and Chartered Financial Consultant (ChFC®), and earned his MBA in Finance from Texas A&M University. Brad brings deep expertise across investments, insurance, tax planning, retirement income strategies, and cross-border financial planning (particularly for clients with ties to Canada and the United Kingdom). Brad’s holistic approach helps individuals and families navigate every facet of their financial life with clarity and confidence.


Throughout his career, Brad has earned a number of advanced certifications that reflect his commitment to ongoing education and his ability to translate complex strategies into actionable plans. His comprehensive skillset is rooted in real-world application—from optimizing Social Security and Medicare decisions to structuring tax-efficient portfolios for clients with global financial connections.


Originally from a small town in northeastern Wisconsin, Brad relocated to Phoenix in 2001 and proudly calls the Valley of the Sun home. Outside of work, he enjoys English Premier League soccer, Green Bay Packers football, supporting military veteran causes, learning languages, traveling the western U.S., and cheering on his nephews at their high school and college sporting events.

FAQS
What’s the first step to getting started, and what should I expect during our first conversation?

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.

As a fiduciary, how are your investment incentives legally aligned with my personal success?

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.

How does your proprietary technology enhance, rather than replace, human investment expertise?

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.

How do I know my information and my wealth are safe on Farther’s platform?

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.

How do you coordinate my entire financial life — from taxes and estate planning to my complex investments — in one place?

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.

Page Updated on:
Jan 15, 2026