Jaclyn Marshall partners with founders, families, and high-performance professionals to navigate important financial decisions and build strategies that adapt as their lives evolve, designed to grow, protect, and simplify wealth over time.
Her approach starts with a simple but often overlooked question: what do you actually want more of? Whether that's time with family, the freedom to start something new, or the ability to stay close to the people who matter most, Jaclyn believes the best financial strategies are built around what clients are genuinely working toward. She also believes it's never too late to start. At any stage of life, a path forward exists. It just takes honest planning, the right focus, and someone in your corner to help you get there.
Her career has been shaped by two worlds that share more than they seem to: founder-led startup ecosystems and collegiate and professional sports communities. Both tend to involve concentrated wealth events, non-linear income, and financial decisions that don't fit neatly into standard planning frameworks. That experience informs how she works with clients whose financial lives are anything but typical.
At Farther, Jaclyn works primarily alongside Dennis Mykytyn, portfolio manager, at the Modern Capital team at Farther. She also draws on a broader ecosystem of specialists across portfolio management, tax-aware investing, estate planning, and retirement strategies based on each client's needs.
Jaclyn studied Sociology and Political Science at Columbia University and holds Series 66 and Series 7 licenses.
Based in Colorado's Front Range, she spends her time outside of work in the mountains, hiking trails, pursuing creative projects, and staying curious about the things that matter most to her clients and to her.
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.
