Joe is a fiduciary who specializes in financial planning, investment management, and tax-efficient strategies. For nearly a decade, Joe has been dedicated to helping individuals and families grow their wealth, minimize their taxes, and achieve financial independence. He finds great fulfillment in seeing his clients reach their long-term financial goals with confidence.
Joe earned his BA from Albion College, with a double major in Finance and Business & Organizations. Committed to continuous learning and providing his clients with expert financial guidance, he obtained the CERTIFIED FINANCIAL PLANNER® (CFP®) designation in 2024.
Outside of work, Joe enjoys running, reading, playing golf, and cheering on the Detroit Lions. His favorite pastime, however, is enjoying the executive chef-level meals prepared by his wife, Abbey.
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.
