For over 30 years, Lynn has enjoyed working with clients to develop, coordinate, and implement financial plans. His areas of expertise include: Trust and Estate, Income and Estate Tax, Retirement, Investments, Incentive Stock Compensation, Asset Protection, Business Succession Planning, and Qualified Retirement Plan Design and Administration.
Lynn has partnered extensively with business owner clients, as they plan for succession and the alignment of their family culture, values, and goals. The focus of his practice has centered on high-net-worth and ultra-high-net-worth individuals.A graduate of Idaho State University with a Bachelors degree in Business Administration as a Finance Major, Lynn has continued his education with the following professional designations: Chartered Life Underwriter®, Chartered Financial Consultant® (ChFC®), Certified Trust and Financial Advisor (CFTA), Certified Financial Planner® (CFP®), and Accredited Estate Planner® (AEP®).
When not assisting clients, Lynn can be found seeking adventure via hiking, bicycling, skiing, and scuba diving. He also enjoys a good book now and then.
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.
