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Principal, Wealth Advisor

Scott Chapman, CFA®

Scott Chapman

About Scott

Scott brings over 35 years of experience managing investment portfolios and performing long-only securities analysis. He focuses on preserving and growing client capital through a disciplined, fundamental investment process. This approach targets high-quality businesses with sustainable competitive advantages and shareholder-oriented management, investing when stock prices sit below their intrinsic value. He serves his clients by establishing clear investment objectives, maintaining regular communication, and adapting strategies to meet evolving financial needs. Scott holds an M.B.A. in Finance from Golden Gate University and a B.S. in Accounting from Santa Clara University. Dedicated to financial education, he spent seven years teaching investment principles to CFA® candidates in San Francisco. He also developed and instructed "Lessons from the Masters," an investment seminar detailing the strategies of notable investors such as Sir John Templeton, Peter Lynch, and Warren Buffett. Scott is the author of Empower Your Investing, adopting best practices of John Templeton, Peter Lynch, and Warren Buffett (Post Hill Press). Scott resides in San Anselmo, California, with his wife of over 40 years, Celeste. They have two adult children and three grandchildren. In his free time, he enjoys cycling, hiking, swimming, gardening, cooking, and volunteering for community nonprofits.

FAQs

  • 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 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.
  • 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.
  • 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 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.

Connect with Scott Chapman, CFA®