Dave has guided clients with a personalized, forward-looking approach to wealth management for over two decades. His purpose is clear: to improve the quality of life of his clients, his family, and his community.
When his daughter once asked, “Daddy, what do you do at work all day?” Dave answered, “I help people make their money grow.” His son chimed in, “You mean, like, put it on a printer?” While he can’t literally print money, Dave takes pride in helping families make thoughtful, intentional decisions about their wealth.
Dave and his wife, Sara, live in northeast Ohio and are proud parents of two grown children. He enjoys traveling (especially to Las Vegas), spending time with close friends, and building lasting relationships with the people he serves.
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.
