Rick Bartholomew is a seasoned wealth advisor who brings a thoughtful, goals-based approach to financial planning. He works closely with family stewards, individuals navigating transitions, and thriving retirees — helping them align their financial decisions with the life they want to live. Known for his genuine nature and commitment to service, Rick develops personalized strategies that integrate estate planning, tax optimization, insurance, philanthropy, and cash flow management.
With over 25 years of experience in banking and financial advisory, Rick previously served as a Senior Financial Planner at a national consulting firm in Atlanta, where he specialized in crafting customized planning solutions for high-net-worth individuals and families. His ability to distill complexity and provide clear, actionable guidance has made him a trusted advisor to the clients he serves.
Rick earned both his B.B.A. in Finance and M.B.A. from Marshall University and completed the CFP® Certification Professional Education Program through the College for Financial Planning.
He now lives in Ponte Vedra, Florida, with his wife, Tanya, and their son. Outside of work, Rick enjoys music, sports, exploring emerging technologies, and spending quality time with his family. A native of Huntington, West Virginia, Rick even made a cameo in the Warner Bros. film We Are Marshall.
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.
