Matt brings a scientific, evidence-based approach to investing that he has honed for over 16 years as an investment advisor and financial planner. He enjoys helping clients work strategically toward achieving long-term financial goals, and his philosophy is grounded in foundational principles including Modern Portfolio Theory, the Efficient Market Hypothesis, and the Fama-French Three-Factor Model.
Inspired by his father’s career in finance, Matt knew from an early age that he wanted to help others achieve financial freedom. He values transparency, discipline, and long-term thinking – qualities that continue to shape his approach to wealth management.
A Charleston, South Carolina native, Matt is active in his community and has served as president of both the Rotary and Exchange Clubs. Outside of work, he enjoys traveling with his wife, Kristy, and their beagle, Quinn. He is an avid sports enthusiast and regularly trains for and competes in endurance events.
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.
