Over the past 15 years, Daniel has helped business owners, entrepreneurs, and families realize their financial aspirations through goals-based planning. This comprehensive approach and coordination of all assets brings clarity and confidence to financial decisions: each client has a unique situation, and Daniel’s tailored approach is vital to achieving their goals.
Daniel is a former Systems Engineer and Product Manager at AOL, and he transferred those skills to assist clients with financial planning. A current doctoral candidate at the University of South Florida, Daniel’s research is focused on uncovering the inhibitors and motivations for planning.
Daniel is an Advisory Board Member of GrowFL and the University of North Florida, as well as an alumni of Leadership Jacksonville and 40 Under 40. Daniel and his wife, Carol Dobbs, live in Atlantic Beach with their two children, Kennedy Grace and Wilder James. Daniel enjoys all outdoor activities — whether it includes golf, the ocean, the top of Mt. Rainier, or braving tent camping with a 2-year-old.
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.
