Taylor leads his Florida-based team and oversees the strategy and execution of comprehensive financial planning and tax strategies for his clients. He also serves as a product strategist for Farther’s technology platform, bringing a practitioner’s insight to its development.
Prior to joining Farther, Taylor designed and built his own financial planning technology – tools that prioritize tax strategy, automate smart investment and planning decisions, and give clients greater clarity and confidence around their wealth. Today, through his work with Farther, that vision is being realized. The systems he helps shape are grounded in real-world advisor and client needs, ensuring they are both innovative and highly practical.
Taylor’s rare combination of advisory expertise and planning system design allows him to anticipate what clients truly need and to create tools that deliver lasting value. Clients know him for translating complex questions into clear next steps and for building systems that keep their financial lives organized, efficient, and prepared for the future.
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.
