Announcing $150M Series D led by General Atlantic|Read more on The Farther Outlook
Get Started

Lance Lehman, CFP®, CIMA®, CPWA®

Schedule an Appointment
Lance Lehman, CFP®, CIMA®, CPWA®

About Lance

With over 20 years of experience in private wealth management, Lance is a fee-only wealth advisor dedicated to helping executives, professionals, business owners, and retirees navigate complex financial decisions with clarity and confidence. Lance belongs to the exclusive 12% of U.S. financial advisors who are solely fiduciaries. He is committed to providing his clients with a higher standard of care and tailored advice that is objective, transparent, and focused on their best interests. His client-centric approach yields tangible results that fosters long-lasting and trusting relationships. His global perspective provides a solid foundation for comprehensive wealth planning to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. During his career, Lance was relied upon to provide in-depth research and commentary for hundreds of advisors, and entrusted to lead hundreds of client education events representing billions in AUM across the U.S. Lance earned his MBA from Alfred University and holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst® (CIMA®), and Certified Private Wealth Advisor® (CPWA®)—a rare combination of advanced credentials earned by fewer than 1% of U.S. advisors. His work as an award-winning author and member of the Editorial Advisory Board for the Investments & Wealth Review reflects his focus for client education and advancing the wealth advice profession. This commitment to continuous education is showcased in his published research, where he regularly breaks down complex planning concepts into actionable strategies—including articles on investment strategies, central banking, tax legislation, and alternative investments. Residing north of Tampa, Florida with his wife, Andrea, they enjoy paddleboarding, traveling, restoration projects, English and French Bulldogs, and spending time with friends and family. Schedule a consultation with Lance to explore how he can help elevate your financial future.

Published Research

FAQs

  • What’s the first step to getting started, and what should I expect during our first conversation?+
    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.
  • As a fiduciary, how are your investment incentives legally aligned with my personal success?+
    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.
  • How does your proprietary technology enhance, rather than replace, human investment expertise?+
    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.
  • How do I know my information and my wealth are safe on Farther’s platform?+
    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.
  • How do you coordinate my entire financial life — from taxes and estate planning to my complex investments — in one place?+
    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.

Connect with Lance Lehman, CFP®, CIMA®, CPWA®

Schedule an Appointment