With over 25 years of experience as a financial advisor, Trevor brings a rare combination of deep industry knowledge and forward-looking perspective to his clients. His goal is to build a lasting partnership with each client: rooted in trust, long-term planning, and his knowledge of the evolving landscape of finance, the economy, and global trends.
Trevor takes a collaborative approach to financial advising – blending each client’s ideas, values, and goals with his own philosophy to create personalized strategies that offer both direction and peace of mind.
Trevor lives in West Chester, Pennsylvania, with his wife, Cathy, and their two children, Leah and Ryan. Outside of work, Trevor enjoys reading and spending time on the sidelines at softball, basketball, and soccer games. At some point, he hopes to be able to dust off his golf clubs and get back out on the course.
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.
