Robert brings a unique perspective to his role as a wealth advisor, shaped by 25 years of experience managing and successfully selling multiple companies. His background as a business owner informs his approach to financial planning—particularly for individuals and businesses in rural America, where small and mid-sized enterprises are the foundation of the community.
Robert’s mission is rooted in the values he learned growing up on a North Carolina farm. He believes financial education is a vital tool for empowerment and never misses an opportunity to advocate for the importance of early investing. A graduate of the University of North Carolina-Chapel Hill with a BA in Political Science with a Strategic Decision and Risk Management Certification from Stanford University, he blends academic insight with decades of business ownership to help rural entrepreneurs thrive. For Robert, wealth management is about preserving the heart and financial health of the communities he calls home.
Born and raised on a farm in rural North Carolina, Robert is passionate about financial education and frequently shares the importance of early investing with young people—and anyone else who will listen. He and his wife, Candy, have raised two sons and enjoy staying connected to their roots and values.
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.
