As a Managing Director and Wealth Advisor at Farther, Jordan Soclof believes that true financial planning requires going a step further. Jordan works specifically with Fortune 500 professionals to transform complex corporate benefit packages into streamlined engines for wealth. By fully integrating these benefits into a holistic retirement strategy, he ensures his clients are not only saving more but doing so in the most tax-efficient manner possible.
Jordan brings a uniquely well-rounded perspective to Farther, having spent years at Bank of America and Merrill Lynch. His career spans the full spectrum of the industry—from navigating the rigors of enterprise compliance and risk management to delivering tailored solutions in high-net-worth wealth management. This blend of regulatory discipline and bespoke advisory allows him to manage client portfolios with both a strategic edge and a defensive mindset.
Jordan lives outside NYC with his wife and three children. A firm believer in balance, he is an avid golfer and remains deeply committed to giving back to his community.
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.
