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Managing Director, Wealth Advisor

William Platt, CFP®, CFS®

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William Platt, CFP®, CFS®

About William

At Farther, William leverages three decades of experience designing wealth strategies for professional athletes and affluent families. His approach focuses on the pillars of strategic tax planning, wealth preservation, and prudent asset growth—tailoring complex financial structures into clear, actionable roadmaps. William believes the best financial defense requires a perfect synergy of expert planning and cutting-edge technology. He thrives on staying ahead of the AI evolution, leveraging streamlined operations to deliver a flawless, modern client experience. For his athlete clientele especially, orchestrating this elite level of service provides the ultimate playbook for lasting peace of mind and generational success. A CERTIFIED FINANCIAL PLANNER® professional, Certified Fund Specialist®, and NFL FA, Will earned a BS from the College of William & Mary, where he played cornerback. William serves on the board of A Call to Men, advocating for NFL players' mental health. Whether mentoring disadvantaged youth or drawing on his past as a high school varsity football coach, he remains deeply dedicated to giving back to his community.

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.

Connect with William Platt, CFP®, CFS®

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