With two decades of wealth management experience, Peter Sullivan has guided clients through numerous market cycles. As a strategic financial partner, Peter aims to help clients make informed financial decisions designed to pursue wealth accumulation and manage risk. He strives to help individuals and families gain confidence as they work toward their financial and life goals.
After spending 20 years building a strong foundation of industry experience at a large asset manager, Peter joined Farther to serve as an independent fiduciary. This structure allows him to deliver highly personalized financial advice tailored to each client's unique circumstances, complexities, and long-term objectives.
Outside of work, Peter reads avidly about personal finance and life coaching. He enjoys international travel, the great outdoors, and actively welcoming newcomers to his local community church. Peter's wife, Sharleen, and their two daughters are his top priority, and he spends as much time with them as possible.
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.
