William Todd

Senior Vice President, Wealth Advisor
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Client Focus
Entrepreneurs & Small Business Owners
Multi-Generational Families
areas of Expertise
Asset Allocation
Retirement Planning
qualifications
BA Economics McGill University
Locations served
Harpswell, ME
Harpswell, ME
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Meet the
team
about
William Todd

William Todd has navigated diverse market cycles, from his early years as a broker in New York to his leadership at Harborview Advisors. He brings an experienced, global perspective to strategic wealth planning. In his practice, William implements a proactive review process that considers international macroeconomic factors, seeking to help family legacies remain resilient in an ever-changing financial environment.

Based in Harpswell, Maine, William is the Charter President of the Mid-Coast Kiwanis Club and enjoys staying active on the basketball court. Above all, he values time spent with his wife, Rachel, and their growing family.

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:
Jun 30, 2026