Nick brings over a decade of experience helping high-net-worth families achieve financial independence, with a particular focus on business owners and professionals. By taking the time to truly understand each client’s unique needs, he builds strategies that align with their goals and simplify the path to lasting financial success.
A CERTIFIED FINANCIAL PLANNER™ (CFP®), Nick also holds the Chartered Retirement Planning Counselor℠ (CRPC®) and Certified Plan Fiduciary Advisor (CPFA®) designations, underscoring his commitment to advanced and comprehensive financial planning. These credentials reflect his ability to guide clients through complex decisions with clarity and confidence.
Deeply rooted in the South Jersey community, Nick has served as President of the Moorestown Lunch Rotary, as a board member for the Community House of Moorestown, and previously with the YMCA Burlington County Advisory Board. Outside of work and volunteering, he enjoys golfing, traveling, home projects, and staying active. A devoted family man, Nick loves spending time with his wife, Courtney, their son, Jay, and their two dogs, Cody and Ruby — especially Ruby, a rescued handicapped poodle who holds a special place in their hearts.
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.
