Announcing $150M Series D led by General Atlantic|Read more on The Farther Outlook
Get Started

Managing Director of Advisor Strategy

Daniel Gilham, PhD, CFP®, CEPA®

Daniel Gilham, CFP®, PhD

About Daniel

Dr. Daniel Gilham is the Managing Director of Advisor Strategy at Farther, an Inc. 5000 fastest-growing financial services company. With nearly two decades in the industry, he serves business owners, institutions, and high-net-worth clients through goals-based planning. At Farther, he leads product innovation and strategy, blending technology with human expertise to transform wealth management. Previously, he worked at Wells Fargo Advisors and AOL, and held leadership roles including Head of Strategy at Trustease. His expertise encompasses mergers and acquisitions, portfolio management, tax planning, and risk management. He earned a Bachelor's degree from Liberty University and completed certified financial planner training at the University of Miami. His doctoral research focused on the financial planning behaviors of business owners. He carries prestigious credentials, including CERTIFIED FINANCIAL PLANNER® professional and Certified Exit Planning Advisor®. A recognized 40 Under 40 honoree, his insights have been featured in USA Today, Bloomberg, and The Wall Street Journal. He serves on advisory boards, including GrowFL and the University of North Florida Economics Advisory Board. Dr. Gilham resides in Atlantic Beach, Florida. He is an outdoor enthusiast who enjoys spending time with his two children, mountain climbing, and time on the water.

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.

Connect with Daniel Gilham, PhD, CFP®, CEPA®