William Gilmore

Senior Vice President, Portfolio Manager
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William Gilmore
William Gilmore
personalized approach

Our intelligent wealth platform maximizes client returns

We empower advisors with the technology, tools, and support they need to deliver clients exceptional performance and more personalized relationships
Client Focus
Corporate Executives
Entrepreneurs & Small Business Owners
Healthcare Professionals
Tech Professionals
areas of Expertise
Goal Alignment
Tax Strategies
Asset Allocation
Equity Compensation
Estate Planning
qualifications
MBA, Columbia University, Columbia Business School
MBA, University of California at Berkeley, Haas Business School
Locations served
Sacramento, CA
San Francisco, CA
Meet the
team
about
William Gilmore

Will Gilmore is a seasoned investment professional with over 25 years of experience. He began investing at a young age and went on to earn simultaneous degrees from two colleges at UC Berkeley. After working in Silicon Valley for several years, he earned an MBA from UC Berkeley and a second MBA from Columbia Business School. In 2007, he decided to devote his full-time efforts to investment management and help his clients achieve financial independence.

With a seasoned macro contrarian disposition, fundamental analytical value orientation, and nearly three decades of business strategy decision-making experience: Will brings deep investment knowledge and builds clients’ portfolios to fit both their near-term liquidity needs and long-term financial goals.

Will, his wife, and their two children live in Northern California – splitting their time between San Francisco, Carmel-By-The-Sea, and Sacramento. He enjoys coaching little league, the outdoors, great food with friends, travel, and investing.

FAQS
What’s the first step to getting started, and what should I expect during our first conversation?

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.

As a fiduciary, how are your investment incentives legally aligned with my personal success?

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.

How does your proprietary technology enhance, rather than replace, human investment expertise?

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.

How do I know my information and my wealth are safe on Farther’s platform?

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.

How do you coordinate my entire financial life — from taxes and estate planning to my complex investments — in one place?

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.

Page Updated on:
Feb 19, 2026