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Senior Vice President, Wealth Advisor

Christopher Roy

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About Christopher

Chris provides strategic wealth management to tech entrepreneurs, business owners, families, and institutions. At Farther, Chris leverages 30 years of wealth management expertise to guide clients through liquidity events, business successions, and generational wealth transitions. By blending trusted advice and advanced technology, Chris helps clients make confident financial decisions across all market cycles. Wealthtech is practically in Chris’s DNA. His parents met at IBM, fueling his belief that data and analytics, when deployed within a trusted fiduciary framework, powerfully amplify human judgment. At firms like Acadian Asset Management, myCFO, Charles Schwab, and Merrill Lynch, Chris demonstrated how pairing cutting-edge technology with seasoned oversight can enhance strategic decision-making and elevate the client experience. A Bowdoin College and Roxbury Latin School graduate, Chris values education and community involvement. He served as Investment Committee Chair at Dexter Southfield School and coached youth lacrosse for 17 years. Outside of advising, Chris enjoys family, sports, and the great outdoors.

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.

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