Modern Wealth for the Way You Earn

Taylor leads his Florida-based team and oversees the strategy and execution of comprehensive financial planning and tax strategies for his clients. He also serves as a product strategist for Farther’s technology platform, bringing a practitioner’s insight to its development.

Prior to joining Farther, Taylor designed and built his own financial planning technology – tools that prioritize tax strategy, automate smart investment and planning decisions, and give clients greater clarity and confidence around their wealth. Today, through his work with Farther, that vision is being realized. The systems he helps shape are grounded in real-world advisor and client needs, ensuring they are both innovative and highly practical.

Taylor’s rare combination of advisory expertise and planning system design allows him to anticipate what clients truly need and to create tools that deliver lasting value. Clients know him for translating complex questions into clear next steps and for building systems that keep their financial lives organized, efficient, and prepared for the future.

With over 20 years of experience in wealth management, Sameer focuses on understanding and addressing the unique needs and goals of each client and their family. His approach emphasizes building relationships founded on trust, transparency, and open communication. Sameer is particularly skilled in helping clients align their investments with their values, utilizing ESG and Halal-centered strategies.

Before joining Farther, Sameer established the Wealth Management Group at Saturna Capital (Amana Mutual Funds), where he provided financial planning and managed accounts. He also served as Vice President and Private Client Advisor at J.P. Morgan, managing investments for affluent clients in New York for over a decade.

A native of Bergen County, NJ, Sameer now splits his time between Bergen County and Palm Beach County, FL, where he resides with his family. In his free time, he enjoys traveling, volunteering, trying new restaurants, and staying active through the gym, golf, and basketball.

Matthew works with high-net-worth individuals, family offices, and institutions to deliver customized fixed income and equity investment strategies. With over two decades of experience in financial services, he provides thoughtful, client-centered guidance across investments, retirement, estate planning, philanthropy, and tax strategies.

Prior to Farther, Matthew held senior roles at NewEdge Wealth, SVB Private/Boston Private Wealth, and Morgan Stanley, where he advised clients on asset allocation and investment strategy. Matthew led business development at Heritage Capital Management earlier in his career and was a member of their investment committee. Before entering the finance industry, he spent over five years teaching and coaching both in the United States and abroad.

Matthew serves on the Board of Overseers at Boston Children’s Hospital, the Finance Committee for Beth Israel Lahey Health, and the national board of the Roberto Clemente Foundation. He is also the founder of Congregation Ahavat Olam in North Andover, MA. A graduate of Union College and Northeastern University, Matthew lives north of Boston with his wife, Cindy, their three children, and two labradoodles. Outside the office, he enjoys golfing, listening to music, and traveling.