With more than 25 years of experience in financial services, retirement, investment, tax, education, insurance, and estate planning, Eric brings a thoughtful, client-first perspective to wealth management. As a dedicated fiduciary, he is committed to acting in the best interests of each client – grounding his work in detailed cash flow analysis, education, and strategic planning before implementing any financial recommendations.
Eric takes a holistic approach to planning that extends far beyond investment management. He carefully considers each client’s full financial picture – including tax strategy, insurance, estate planning, education funding, and structured savings – while aligning each plan with the client’s personal goals, values, and lifestyle. His mission is to create customized strategies that provide clarity, confidence, and long-term alignment.
Outside of work, Eric enjoys spending time outdoors, traveling, tackling home improvement projects, and being with family and friends.
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.
