Katie Waters

Principal, Wealth Advisor
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Katie Waters
Katie Waters
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
about
Katie Waters

Katie Waters brings more than 18 years of experience helping executives, high-earning families, and widows make confident financial decisions. She created a comprehensive planning process rooted in detailed cashflow analysis and behavioral finance—an approach designed to reshape habits and build lasting financial confidence.

In 2011, Katie founded Stable Waters Financial and built an all-female financial planning team dedicated to empowering clients through thoughtful guidance. In 2025, her team joined Farther to share this proven process with a broader audience. Katie remains deeply committed to the development and advancement of female financial planners, ensuring the profession reflects the diverse communities it serves.

Based in Athens, Georgia, Katie lives with her husband, Brandon, who serves as Client Experience Specialist for the Stable Waters x Farther team. Together, they enjoy traveling, volunteering with local nonprofits, and doting on their six Godchildren.

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:
Jan 14, 2026