As a financial advisor, Joshua helps Kaiser Permanente employees maximize their complex retirement benefits, alongside specializing in Disability Planning and Special Needs Trusts. He takes time to understand his clients' goals, build comprehensive plans, and parse complex financial instruments, standing by their side long after the first investments are made.
Joshua’s finance journey began at age five when his mother matched his allowance for funding a CD—a lesson that later helped him buy real estate on an assistant’s salary. Armed with a BA in Political Science, his advocacy is deeply personal. His partner’s chronic illness revealed the true financial impact of healthcare, inspiring his mission to empower vulnerable families with compassionate guidance.
Joshua firmly believes the clients are the mission. Outside the office, Joshua’s dedication is fueled by his own family. He draws daily inspiration from his personal journey, using it as the driving force behind his tireless work for the individuals he serves.
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.
