With more than 25 years in the financial services industry, Brian Doe brings a rare blend of depth, perspective, and personal commitment to his work as a wealth advisor. He specializes in guiding clients through the complexities of investing and retirement planning, applying disciplined strategies that align with individual goals. Known for his approachable style, Brian helps clients move forward with clarity and confidence as they pursue long-term financial stability.
Brian began his career at Merrill Lynch, where he served as an Investment Advisor and PIA (Personal Investment Advisory) Portfolio Manager. He earned his MBA in Finance from Mercer University and his BBA in Marketing and Finance from the University of Georgia. Today, he is sought out for his thoughtful, risk-based approach to wealth management, designed to prepare clients for life’s transitions and shifting market conditions. For Brian, the most rewarding part of his work is helping people feel at ease in making financial decisions that support both their present lifestyle and future aspirations.
Beyond his advisory work, Brian has shared his time and expertise through charitable efforts around the world. He lives in Greensboro, Georgia, with his wife Laura and their three daughters. Outside of work, Brian is often biking and hiking the trails of Utah and Montana, or in the kitchen crafting his signature homemade pizzas for family and friends.
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.
