With nearly two decades of experience in finance and wealth management, Michael is dedicated to helping clients grow, manage, and protect their wealth through strategic, risk-adjusted investing. He ensures that his clients’ investments align with their long-term goals by combining deep market expertise with advanced technology, leveraging AI-driven stock selection and asset allocation to optimize portfolios.
Prior to joining Farther, Michael managed approximately $3 billion in client assets as a senior equity portfolio manager, the largest portfolio in the firm’s U.S. wealth management division. He specializes in U.S. large-cap equities, trust asset management, and portfolio construction tailored to each client’s unique risk and return objectives.
Michael is based in Mount Pleasant, SC, with his wife, their three-year-old daughter, and their dog. He is the Founder and President of Books That Heal, a nonprofit that empowers children with chronic illnesses to write and publish their own books—a mission that earned him the Anthem Award for Humanitarian Action & Service. In his free time, he enjoys running, traveling, and playing the mandolin.
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.
