Jacob is a seasoned financial planner with over half a decade of experience in holistic financial planning, specializing in helping individuals who are nearing or already in retirement. His approach centers on not just managing wealth, but encouraging clients to live their true purpose in their next phase of life. By combining modern financial strategies with a deep understanding of clients’ personal values and goals, Jacob empowers them to pursue their passions, enjoy greater peace of mind, and navigate the complexities of retirement with confidence and clarity.
As a CFP® and earning a BBA in Financial Planning with a Minor in Finance from the University of Minnesota, Duluth, Jacob brings both technical expertise and a creative mindset to his practice. His rigorous education and certification provide a solid foundation in areas like tax strategies, investment management, and estate planning, which he then tailors to each client’s unique situation. Whether crafting a retirement income strategy or helping clients optimize their financial legacy, Jacob uses his knowledge to deliver comprehensive, forward-thinking plans that align with his clients’ dreams and aspirations.
Outside of his professional life, Jacob values the importance of family, with his wife Emma and their Midwestern roots being a focal point in his life. Together, they enjoy traveling the world, discovering new cultures, and exploring the diverse flavors of global cuisine. For Jacob, life is about creating meaningful connections – whether it’s with clients, family, or the world around him – and he brings this philosophy to every aspect of his work and life.
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.
