Sam specializes in comprehensive wealth management, guiding families through major life transitions like retirement, tax-efficient portfolio growth, and the complexities of aging parents. With 20 years of experience, he uses advanced scenario modeling and cash-flow planning to translate research-driven data into actionable strategies. By blending strategic analysis with a deep understanding of the trade-offs in financial choices, Sam provides the clarity needed to turn complex data into long-term peace of mind.
He believes that effective financial planning must honor both market logic and the human emotions behind every decision. A President's Scholar from the Georgia Institute of Technology with a B.S. in Management and a Master of Science, Financial Services, Sam uses his technical rigor to simplify the financial journey. He is driven by a desire to empower his clients, ensuring their wealth serves as a resilient tool that supports their family’s most important goals and aspirations.
A Mobile native living in Atlanta, Sam enjoys cycling, river walks, and exploring the city with his wife and two children. He is an avid vinyl collector, favoring ‘70s classics and ‘90s hits. Whether he’s balancing a portfolio or a bike, Sam appreciates a plan well-executed, helping his clients orchestrate a financial future that aligns perfectly with their personal values and lifestyle.
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.
