With over 25 years of experience in financial planning and portfolio management, Todd’s approach to advising is holistic and personalized. Through thoughtful, deliberate decision-making, he ensures that each client’s unique goals are achieved and circumstances carefully understood, all while delivering top-notch results.
Having served as a banking officer at FHLBank Atlanta and as a portfolio manager of a market-neutral hedge fund, Todd is well-equipped with years of practical experience in risk management to navigate the complexities of the financial markets and provide exceptional financial planning services. He was inspired to launch his current RIA, FamilyVest, to help families with unique needs build generational wealth. His deep understanding and expertise allows him to develop comprehensive plans that mitigate risk and empower clients to make informed choices, providing a stress-free approach to financial planning that offers clients peace of mind.
An Atlanta native, Todd now resides in the beautiful Santa Rosa Beach, FL/30A area. Outside of his professional life, Todd enjoys boating and fishing in the Gulf of Mexico and spending time with his wife and two sons.
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.
