Patrick Golden's tenure in the financial sector spans over four decades, commencing with First Eastern Bank in the late seventies and continuing with his tenure at Thomson McKinnon Securities in 1986. Notably, Patrick forged a remarkable partnership with his father, Charles, dedicating 15 years to collaborative efforts that laid the groundwork for enduring success. In 2004, Patrick's legacy expanded with the addition of his son, Corey, a distinguished CFP® and Managing Director at Golden Wealth Management, perpetuating the esteemed tradition of familial mentorship.
As a seasoned professional within multiple prestigious broker dealers, Patrick brings invaluable managerial acumen honed from his tenure at firms such as UBS Financial and Stifel. His extensive experience, notably highlighted by his roles as Branch Manager at both establishments, underscores his capacity for leadership and strategic oversight.
Patrick remains steadfast in his commitment to our clients and the broader community, delivering unwaveringly sound counsel, diversified investment options, and a commitment to personalized service. Outside the realm of finance, Patrick treasures moments spent with his family, comprising four children and nine grandchildren
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.
