David Coles is the President and a Wealth Advisor at WMBC and the co-creator of the Human Wealth Planning™ method. David developed this innovative approach in 2018, which blends the raw data of financial planning and the latest in well-being science to create a wealth plan for each client that considers all aspects of personal well-being.
With 16 years of experience in wealth management and a deep understanding of people’s needs and motivations, David’s mission is to help his clients live gratifying and fulfilling lives today, not only in retirement.
David considers himself a “technology geek” and a student of life. Outside of work, his passion for sailing led him to complete the Newport to Ensenada race twice. David enjoys sharing his love of the water with family, friends, clients, and charity groups.
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.
