With 37 years of experience in the financial services industry, Peter provides high-net-worth clients with the tools they need to navigate the complexities of their unique financial situations, helping to plan for clients’ and their families’ futures.
Prior to joining Farther, Peter spent over four years as a wealth advisor at Merrill Lynch, where he helped HNW and UHNW clients and their families achieve their financial goals. He began his career in the NYMEX trading pits brokering energy derivative contracts, first with Goldman Sachs and then as Founder and President of HQ Energy Trading.
Peter is a graduate of the University of Michigan and raised his four children in Wilton, CT. He now resides in Norwalk, CT with his wife, Lynn, and cherishes spending time with his family on their many adventures.
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.
