Stefan specializes in comprehensive wealth management, retirement-income planning, and complex tax strategy. With over 12 years of experience, he helps families build resilient financial plans that provide lasting clarity and peace of mind. Before joining Farther, Stefan founded an independent advisory practice, where he established a boutique, client-first approach to guiding individuals through every stage of their unique financial journey.
Stefan is a CERTIFIED FINANCIAL PLANNER® professional who earned his B.S. in Finance from the University of Colorado at Boulder. He believes a great financial plan is the ultimate tool for freedom, turning complex puzzles into straightforward paths forward. His goal is to ensure his clients spend less time worrying about their balance sheets and more time focusing on what truly matters to them.
He has been married for 15 years and is the proud father of three children. Much of his free time is spent supporting his kids at their sporting events or enjoying the outdoors with his family. He especially loves taking advantage of Colorado’s mountains and spending time skiing on the slopes.
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.
