Announcing $150M Series D led by General Atlantic|Read more on The Farther Outlook
Get Started

Principal, Wealth Advisor

Jonathan Doshier

Schedule an Appointment
Jonathan Doshier

About Jonathan

As a Wealth Advisor, Jonathan helps high-growth entrepreneurs and Fortune 500 executives bridge the gap between "paper wealth" and true financial freedom. Drawing on nearly two decades of experience—including his tenure as Vice President at Goldman Sachs Personal Financial Management—he provides clients with sophisticated tax strategies and private market access typically reserved for the ultra-wealthy. Jonathan specializes in optimizing liquidity and integrating complex planning long before a major exit, ensuring a founder's personal success scales alongside their professional legacy. Jonathan's drive stems from a childhood where financial stability was a luxury. Raised by a single mother, he saw how quickly life could change when a fire threatened their home—a moment that taught him that without a solid plan, uncertainty is always one step away. He doesn't just crunch numbers as an industry veteran; he does it because he believes every visionary deserves the security to make bold moves. Having seen large institutions overlook founders who aren't yet liquid, Jonathan dedicated his career to building unshakable foundations for those still in the growth phase. Based in Dallas with his wife and two children, Jonathan believes the best investments are those that buy time for what matters most. When he isn't architecting tax-efficient strategies, he is likely coaching his kids' sports teams, vacationing in the Colorado mountains, or volunteering with organizations like Habitat for Humanity and Special Olympics Texas. He remains an active member of The Hills Church in Southlake and enjoys staying deeply connected to his local North Texas community.

FAQs

  • What’s the first step to getting started, and what should I expect during our first conversation?+
    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.
  • As a fiduciary, how are your investment incentives legally aligned with my personal success?+
    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.
  • How does your proprietary technology enhance, rather than replace, human investment expertise?+
    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.
  • How do I know my information and my wealth are safe on Farther’s platform?+
    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.
  • How do you coordinate my entire financial life — from taxes and estate planning to my complex investments — in one place?+
    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.

Connect with Jonathan Doshier

Schedule an Appointment
Jonathan Doshier, Principal, Wealth Advisor — Farther