Herbert has over a decade of client-facing experience providing personalized, transparent guidance to individuals, families, and institutions with a specific focus on:
- Investing for income & growth
- Forward-looking tax & estate planning
- Realizing & remaining retired on your terms
- Maximizing equity compensation for your benefit
- Prudent investment strategies for wealth accumulation
He focuses on advising tech and healthcare professionals, executives, and business owners helping them navigate complex financial landscapes. His passion lies in fostering strong, collaborative client relationships, ensuring that individuals and institutions receive tailored, high-impact solutions. He earned his BS in Business Administration - Accounting from Framingham State University and his Financial Planning Certification from Bryant University.
Outside of work, Herbert enjoys staying active and exploring new destinations with his wife.
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.
