David J. Bromeier is a Chartered Financial Consultant® (ChFC®) who brings 29 years of financial services and business management expertise to his clients. With nearly three decades of experience providing financial planning for business owners and their teams, David offers a deep understanding of the unique challenges entrepreneurs face. He leverages his extensive background as a firm Principal for 25 years and his tenure as CFO and instructor for The Heartland Institute of Financial Education to provide sophisticated, high-level wealth strategies.
David is driven by the belief that financial success is built on a foundation of education and discipline. Having spent over a decade as a Certified Financial Educator® (CFEd®) and Certified Retirement Educator® (CREd®), he excels at translating complex fiscal strategies into clear, actionable roadmaps. By joining Farther, David integrates his deep-rooted industry knowledge with cutting-edge technology to offer an efficient, high-touch experience that empowers his clients to grow their legacies with total confidence.
An Ohio native and Bowling Green State University alumnus, David now resides in Parker, Colorado, with his wife, Kelly. When he isn't architecting financial plans, he is likely finding his rhythm behind a drum kit or perfecting his swing on the golf course. He blends this creative energy with a seasoned professional's grit to ensure every client receives the relentless advocacy they deserve.
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.
