Daniel is a seasoned finance professional who enjoys guiding high-net-worth investors through their financial journeys. His comprehensive approach blends active investment management, risk mitigation, tax optimization, and income planning.
Daniel began his career as an analyst at Vanguard and subsequently transitioned into wealth management at UBS, where he advised both private and institutional clients. He directed client acquisition efforts at Fisher Investments’ Private Client Group before joining Farther in 2024.
Based in Tampa, Daniel is a native of Asheville, NC, and previously lived in Dallas and Charlotte. Beyond his work, he stays active with fitness, engages in community activities, and soaks up the sun by the water.
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.
