Bill Eggert is a seasoned financial advisor with more than four decades of experience guiding clients through the complexities of investing, retirement planning, and wealth management. He began his career in 1982 and went on to found Eggert Financial Management, building a reputation for disciplined, rules-based portfolio management paired with a highly personal, relationship-focused approach.
A CERTIFIED FINANCIAL PLANNER® professional, Bill holds a B.S. in Finance from the University of Colorado. He takes pride in helping clients make informed decisions that support both their financial security and long-term goals.
Bill and his wife, Elizabeth, have two adult children. Outside of work, he enjoys skiing, golfing, SCUBA diving, and practicing martial arts. He is also a bass guitarist for the band County Line.
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.
