Casey Bear advises business owners, corporate executives, and affluent families nationwide, helping them navigate the complexities of both personal and professional wealth. With nearly two decades of experience, he has guided clients through everything from succession and liquidity planning to integrating business and family financial strategies. Having previously served as CEO, CIO, and CCO at respected RIAs, Casey now focuses entirely on what he does best—acting as a trusted advisor through life’s most important financial decisions.
Beyond his work with clients, Casey is a nationally recognized voice in the wealth management industry. He has spoken at leading conferences including NAPFA, Junxure Advisor Conference, Fidelity Investment’s “Realizing The Value In Your Firm” workshop, and Bob Veres’ Insider Forum. During the global pandemic, he was featured on Caleb Brown’s New Planner Podcast, continuing to share his insights when gatherings moved online. His ability to make complex issues practical and relatable has made him a sought-after speaker and a valued resource for peers and clients alike.
For Casey, the heart of this work is deeply personal. He takes pride in being one of the first calls when clients face major transitions - whether opportunities or dilemmas. A graduate of Kalamazoo College and Wayne State University School of Law, Casey lives in Birmingham, MI, with his wife, Kari, and their four children—Charlie, Gracie, Dempsey, and Andi. Outside of work, he enjoys sports, fitness, traveling with his family, and cheering on his kids at their soccer games.
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.
