Jonathan has nearly two decades of experience in delivering comprehensive financial plans and customized investment strategies to clients.
Prior to joining Farther in 2023, Jonathan was Vice President at Goldman Sachs Personal Financial Management – where he managed complex retirement and financial planning strategies for business owners and Fortune 500 employees.
Jonathan and his wife are based in Dallas with their two children. He loves spending time with his family, vacationing in Colorado, and coaching sports for his children. Jonathan volunteers for several local charities, including Habitat for Humanity, Special Olympics Texas, Junior Achievement, North Texas Charities, and The Hills Church in Southlake, TX.
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.
