With more than 20 years of experience in private wealth management, Lance Lehman serves as a Senior Wealth Adviser, helping entrepreneurs, professionals, near-retirees, and retirees navigate complex financial decisions with clarity and confidence. A fee-only fiduciary, Lance delivers objective, tailored advice across the full spectrum of wealth planning, including cash flow management, portfolio construction across public and private markets, tax strategy, risk mitigation, charitable giving, and estate planning. He holds a rare combination of advanced credentials—CERTIFIED FINANCIAL PLANNER®, Certified Investment Management Analyst®, and Certified Private Wealth Advisor®—a distinction earned by fewer than 2% of U.S. advisers.
Lance is deeply committed to acting in his clients’ best interests and believes that thoughtful planning can unlock both financial security and personal freedom. Before joining Farther, he advised high-net-worth and ultra-high-net-worth clients, conducted in-depth investment research for advisers worldwide, and led hundreds of client education events across the U.S. His work as an award-winning thought leader and member of the Editorial Advisory Board for Investments & Wealth Review reflects his passion for education, transparency, and advancing the profession. Lance earned his MBA from Alfred University and is known for translating complex strategies into actionable, long-term solutions.
Lance lives outside of Tampa, Florida with his wife, Andrea. Outside of work, they enjoy paddleboarding, traveling, restoration projects, and spending time with their English and French Bulldogs.
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.
