Steven provides comprehensive planning solutions to young families, entrepreneurs, professionals, and those needing assistance with wealth transfers.
Steven began his career as an estate planning attorney and leverages this legal background and expertise in life insurance planning when serving clients. His training as a Certified Legacy Navigator guides him in assisting clients to create ethical and philanthropic wills. Steven also holds the Behavioral Financial Advisor (BFA) certification.
Steven, his wife, Louise, and their four children live in Minneapolis, Minnesota. They previously spent a year in Israel and six years in Chicago. Steven is an active member of his community and involved in several non-profits and professional associations.
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.
