David H. Graham Jr. brings over 35 years of financial market experience to his role as a portfolio manager and wealth advisor. He works closely with individuals and institutions to oversee their investment strategies, offering thoughtful financial solutions designed to preserve and grow wealth over time. Having led teams of portfolio managers responsible for fixed income common trust funds and mutual funds at a regional Virginia bank, David combines deep market insight with a steady, relationship-driven approach to wealth management.
What David values most about his work is the personal connection he builds with each client. His mathematical background supports the analytical precision needed for complex portfolio management, while his decades of experience give him the perspective to help clients navigate every stage of their financial journey with confidence.
A lifelong Virginian, David was born and raised in Lynchburg and later moved to Richmond, where he met his wife, and Charlottesville where they raised their two daughters. Outside of work, he is an avid golfer who enjoys both social rounds and competitive play.
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.
