With over 20 years of experience in Retirement Planning, Tax Planning, and Estate Planning, Brett has guided families on their path toward financial independence—with a proactive approach to financial planning that has earned him the nickname of “Personal CFO” by his clients.
Prior to joining Farther, Brett ran his own advisory firm that specialized in retirement planning for physicians and executives and earned his BBA in Finance from Pace University.
Brett and his wife, Kim, reside in Wilmington, NC, with their children, Reece and Ryder and their many pets. Brett is an active member of F3—a national network of free peer-lead workout groups that promotes fitness, fellowship, and faith—and enjoys exercising, reading U.S. History, and listening to 80’s music.
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.
