Robert Campbell

Vice President, Wealth Advisor
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Robert Campbell
Robert Campbell
personalized approach

Our intelligent wealth platform maximizes client returns

We empower advisors with the technology, tools, and support they need to deliver clients exceptional performance and more personalized relationships
Client Focus
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areas of Expertise
Goal Alignment
Tax Strategies
Equity Compensation
Philanthropy
Real Estate Strategies
qualifications
CFP® - Certified Financial Planner
APMA® - Accredited Portfolio Management Advisor
Locations served
Stony Brook, NY
Robert Campbell
team
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about
Robert Campbell

Robert Campbell is a seasoned wealth advisor with over a decade of experience helping business owners, retirees, and families gain clarity around their financial picture and the possibilities it holds. As a CERTIFIED FINANCIAL PLANNER® professional, Robert focuses on more than just articulating a vision for his clients’ wealth — he helps design systems that support it, offering structure and strategy to guide that vision forward.

Originally from Vancouver, British Columbia, Robert earned a double major in Business and Economics from Stony Brook University in New York, where he attended on an athletic scholarship for lacrosse. He was selected to represent Team Canada at the Junior Nationals and also played football briefly at the University of British Columbia. It was at Stony Brook that he met his wife, Caitlin. Today, they live near campus with their three sons — Connor, Collin, and Cameron.

Outside of work, Robert enjoys boating, traveling with his family, and coaching his son's’ sports teams.

FAQS
What’s the first step to getting started, and what should I expect during our first conversation?

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.

As a fiduciary, how are your investment incentives legally aligned with my personal success?

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.

How does your proprietary technology enhance, rather than replace, human investment expertise?

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.

How do I know my information and my wealth are safe on Farther’s platform?

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.

How do you coordinate my entire financial life — from taxes and estate planning to my complex investments — in one place?

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.

Page Updated on:
Jan 14, 2026