Mark Phillips helps individuals, families, and business owners navigate complex financial decisions to build and protect their wealth. With over 25 years of experience, Mark cuts through industry jargon to deliver precise guidance. He provides financial planning that aligns wealth with specific goals, giving clients the clarity and control to make informed decisions.
Growing up with family financial chaos, Mark learned firsthand how a lack of guidance creates unnecessary stress. He believes the rules of wealth management should not be a well-kept secret. Driven by this conviction, Mark empowers modern wealth builders through education. He aims to transform personal finance from a source of anxiety into a deliberate tool for a fulfilling life.
Mark began his career in 2000 and founded his own advisory firm in 2010. In 2026, he sold his practice to join Farther, a move that allows him to focus 90% of his time on client wealth strategy, not back-office administration. When he is not building wealth strategies, Mark explores nature, spends time with family and friends, and supports local and global charities.
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.
