Margie has over 30 years of experience in the financial advisory industry — with more than 10 of those years focused on serving independent, pre-retiree women. She launched her own firm in 2010 and then joined Farther in 2022 to accelerate her access to top technology and to augment the support for her client base.
Margie is an unofficial member of the Lifelong Learning Club — and believes that retirement is becoming an outdated phenomenon. For those clients who do retire: she reviews the financial aspects around retirement, but also counsels them to focus on what they’re retiring to (not just what they’re retiring from).
Margie has two wonderful, grown daughters whom she visits whenever possible. She also loves traveling, hiking, and yoga.
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.
