Over the past 12 years, Robert has provided comprehensive financial planning and investment management solutions to high-net-worth families, business owners, and corporate retirement plans.
As a wealth advisor, Robert’s mission has been dedicated to building long-lasting client relationships by effectively helping his clients achieve their financial goals through a holistic and consultative approach to wealth planning.
He refined his expertise at J.P. Morgan and Merrill Lynch, where he focused on building deep, long-lasting client partnerships. He holds a B.A. in Economics, Statistics, and Psychology from Rutgers University, leveraging this unique background to analyze the market numbers while understanding the emotions behind financial choices. This enables him to effectively evaluate a client’s financial situation and identify needs, then develop customized wealth management solutions to help obtain financial goals, while committing to providing outstanding service, ongoing support and guidance. He provides investment analysis, retirement planning, tax-minimization strategies, insurance evaluation, and estate planning services for all of his clients.
He is an avid golfer, enjoys spending time with his family, and contributing to local philanthropic causes.
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.
