David has provided independent, prudent, and evidence-based financial planning, investment, and insurance advice for nearly three decades. Since beginning his career in 1996, he has specialized in guiding business owners, pharmacy and restaurant owners, professionals, and individuals toward achieving their most important lifetime financial goals. His areas of expertise include buy-sell agreement reviews, strategic financial planning for independent and family-owned businesses, retirement plan services, and building cost-efficient, passive asset-class portfolios designed around each client’s goals and risk tolerance. He earned his Life Underwriting Training Council Fellow (LUTCF) designation in 1997.
A proud longtime resident of Asheville, North Carolina, David brings both local roots and practical insight to his work. Originally from New Orleans, he attended the University of North Carolina from 1980 to 1985, majoring in chemistry before finding his calling in financial services. His passion lies in helping others prepare for life’s unknown journey—offering guidance that is as thoughtful as it is steady.
Beyond his professional life, David is an active member of the Asheville community. A Leadership Asheville Fellow since 2009, he has volunteered extensively as a youth soccer coach, referee, and assistant baseball coach with Buncombe County Recreation. He also served as a Scout Leader with the Boy Scouts of America, Daniel Boone Council, where he shared many meaningful experiences with his son, David. In his free time, he enjoys golf, skiing, mountain biking, hiking, cooking, and spending time with his dogs.
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.
