With over 35 years of investing experience, Roy is at Farther to provide game-changing financial planning and investment advice to our clients.
Roy began his career working for his father, who was one of the nation’s first Certified Financial Planners. He then went on to build a successful career in finance, research, and technology industries – including holding several senior operating officer roles at both public and private companies.
A registered FINRA advisor, Roy earned an MBA from the Columbia University Graduate School of Business and a Certificate of Financial Planning from the University of California, Berkeley.
Roy is an avid skier and a lifetime (but significantly above-par) golfer. He has been married for over 30 years and has 3 children.
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.
