Jeremy brings over 15 years of expertise as a financial planner, driven by a lifelong interest in financial decision-making. To him, money is a means, not an end: it’s how you use it that matters. His goal is to provide financial advice that aligns money with personal values, life goals, and a sense of purpose. When clients define what’s important, they can make financial decisions with clarity and confidence.
Prior to joining Farther in 2024, Jeremy spent the majority of his career at Financial Life Focus. Starting in 2012, he worked closely with founder Michael Kay – learning the people-first approach fundamental to financial life planning, while developing expertise in tax analysis, equity compensation, and complex financial projection modeling.
This combination of qualitative and quantitative analysis is the foundation of Jeremy’s work. He became a partner at Financial Life Focus in 2020 and President in 2022. In 2024, the Financial Life Focus team joined Farther to expand their client offering. Jeremy is a CERTIFIED FINANCIAL PLANNER® and a Money Quotient licensee.
Jeremy lives in Philadelphia with his family.
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.
