All too often, life gets busy – and we fall into a comfortable routine… Some might say we go on “autopilot”. Our personal dreams, aspirations, and goals are moved down the priority list, as life is consumed by day-to-day activities. Our money story is often the culprit behind this autopilot routine. The challenge becomes identifying our current financial situation and deciding if, when, and how to take action. These actions, or non-actions, can have compounding effects – years down the road – in a positive or negative manner.
James has spent over a decade empowering his clients to take action toward their financial freedom. He earned his B.S in Accounting from Eastern Washington University and his MBA in Global Management from the University of Phoenix. His approach is focused on education and making sense of the complex financial strategies available to each individual client. A partnership is created that encourages collaboration between James, his clients, and other professionals brought onto a client’s wealth team. The framework created by these partnerships allows for all parties to participate in the alignment of the personal goals of the client and the pathway that the financial strategies offer to obtaining financial freedom.
James is an “outside the box” type of person. He loves learning, tackling challenges, and creating new experiences. You can find James cycling over the highest peaks in Europe, improving a skill set (such as his swim technique), assisting his kids in navigating life, and becoming location independent with his wife (via the implementation of an RV lifestyle).
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.
