Josh brings over a decade of experience in financial planning and investment management to his role as a Wealth Advisor. He helps individuals and families navigate life’s most important financial decisions with clarity and confidence, focusing on long-term relationships and thoughtful, personalized strategies designed to grow and protect wealth over time.
A CERTIFIED FINANCIAL PLANNER®, Josh previously served as Partner and Director of Investments at a multibillion-dollar RIA firm. His expertise spans retirement planning, tax-efficient investing, estate coordination, and private market opportunities. He is a strong advocate for passive, diversified portfolios designed to endure across market cycles.
Josh is based in Austin, Texas, with his wife, young daughter, and their loyal golden retriever, Benni. Outside of work, he enjoys live music and staying active through golf, tennis, and swimming.
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.
