Your future
begins today

We combine experienced, conflict-free advisors and powerful technology to deliver wealth management that evolves with you.

Our vision:
Expert advisors and comprehensive guidance, powered by our dynamic platform

Unwavering transparency

Our transparent approach and team of fiduciary advisors ensures that your goals are the centerpiece of our strategy, with no hidden agendas or conflicts of interest.

Holistic wealth planning

Experience comprehensive services that extend beyond traditional wealth management. Our seasoned advisors cater to every aspect of your financial life – whether it’s preparing for retirement, managing equity, or navigating the complexities of estate planning.

Your financial present and future, all in one place

Our proactive technology integrates every facet of your financial world: investments, properties, insurance, and more. Connect your financial life with trusted CPAs and attorneys, all within a single platform where everything just works.

A team of trusted advisors: Committed to excellence and integrity

Conflict-free advice

Seasoned expertise

Fiduciary standard

Vetted professionals

Collaborative approach

Comprehensive care for your wealth: Today, tomorrow, and beyond

Our holistic wealth planning and management services are designed to expertly guide you through every financial transition.
1
Financial Planning
Foundation: We establish a robust financial plan as the cornerstone of your financial journey.
Understanding: Gain deep insights into your current financial landscape and future aspirations.
Roadmap: We craft a personalized path with milestones tailored to your unique life goals.
Guidance: Your financial plan continuously informs and aligns with your investment strategy.
2
Investment strategy
Preservation: We employ investment vehicles designed to protect and enhance your wealth.
Tailored approach: We develop investment strategies customized to your individual needs.
Portfolio personalization: We construct portfolios that reflect your risk tolerance and time horizon.
Tax efficiency: We focus on minimizing taxes to maximize your investment growth potential.
3
Wealth management
Central hub: Our platform is the at the core of your financial universe.
Integration: Connect the dots between accounts, wealth advisors, and family members.
Adaptability: We seamlessly adapt your financial strategy to account for life's changes.
Comprehensive care: We cover every facet – from investments and lending, to insurance and estate planning.

We cover every base

Our comprehensive planning encompasses your entire financial picture, with no detail left untouched.
We capture the full breadth of your financial aspirations – for today's needs and tomorrow's dreams.
Goal Alignment
Tax Strategies
Asset Allocation
Equity Compensation
Retirement Planning
Philanthropy
Estate Planning
Real Estate Strategies
Tuition Planning
Life Insurance

A sophisticated, all-in-one financial ecosystem: Your complete wealth picture in a single location

While your advisor is the strategic guide – orchestrating your financial plan with precision and personal attention – it is our sophisticated technology that brings this vision to life. We provide a dynamic and intuitive interface for every aspect of your financial life.

all OF your wealth in one place

EFFORTLESS CONTROL

Streamlined collaboration

Centralized document hub

Cash MANAGEMENT

Save time and hassle

Investments that put your financial plan to work

With your plan in hand, we turn to our tools. We construct custom portfolios that meet your goals, while preserving and growing your wealth.
Dynamically adjusted asset allocation
Ongoing active tax management
Tailored portfolios
Daily rebalancing
Alternative investments
Constant reevaluation

Navigating your financial journey

We engage in an initial conversation to understand your current financial situation and long-term aspirations.
Outcome: A foundation for personalized financial guidance.
We collect detailed financial information and define your short-term and long-term goals.
Outcome: A comprehensive profile of your financial life.
Your advisor analyzes every document and presents multiple financial scenarios and strategies.
Outcome: Tailored options for your consideration.
Your advisor delivers a custom financial plan and investment strategy that aligns with your goals.
Outcome: A clear, actionable plan.
We meet regularly to ensure that your plan is on track and to make any necessary adjustments.
Outcome: A financial strategy that remains dynamic and responsive.
Together, we perform an in-depth annual review to assess and recalibrate – based on life events, market shifts, and performance optimization.
Outcome: Long-term alignment with evolving goals and circumstances.

Why clients love Farther

After a lackluster experience elsewhere, I switched to Farther. The personalized analysis and custom plan they created for me was a game-changer, leading me to transfer all $3.5M of my family's accounts to Farther.
Mark
CRO of Multiple Startups
After my startup saw significant growth, I required expert financial planning for a $40m liquidity event and wealth transfer to our children. With Farther's guidance, we utilized a GRAT, a CRUT strategy, and a donor-advised fund for charitable contributions – efficiently managing our assets and philanthropic goals.
Rick and Jean
Founder, Startup & Parent, Home
I was recommended to Farther by a Harvard MBA who had a positive experience. The team provided the professional investment management and structured savings strategy I needed – amidst my demanding schedule and complex financial scenarios – ensuring my peace of mind.
Melissa
Lawyer, Social Media Company
Farther helped me save $200k in my first year as a client. Their approach to wealth management is proactive, personalized, and incredibly effective. I couldn't be happier with the results.
Divya
VP of Product, Series D HealthTech Company
  • After a lackluster experience elsewhere, I switched to Farther. The personalized analysis and custom plan they created for me was a game-changer, leading me to transfer all $3.5M of my family's accounts to Farther.
    Mark
    CRO of Multiple Startups
  • After my startup saw significant growth, I required expert financial planning for a $40m liquidity event and wealth transfer to our children. With Farther's guidance, we utilized a GRAT, a CRUT strategy, and a donor-advised fund for charitable contributions – efficiently managing our assets and philanthropic goals.
    Rick and Jean
    Founder, Startup & Parent, Home
  • I was recommended to Farther by a Harvard MBA who had a positive experience. The team provided the professional investment management and structured savings strategy I needed – amidst my demanding schedule and complex financial scenarios – ensuring my peace of mind.
    Melissa
    Lawyer, Social Media Company
  • Farther helped me save $200k in my first year as a client. Their approach to wealth management is proactive, personalized, and incredibly effective. I couldn't be happier with the results.
    Divya
    VP of Product, Series D HealthTech Company

We match you with an expert advisor whose specialty aligns with your goals

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Daniel Gilham

Managing Director of Advisor Strategy
Jacksonville, FL

David Darby

Managing Director of Investment Strategy
Palm Beach, FL

Michael Lee

Principal, Wealth Advisor & Focus Team Lead
San Francisco, CA

Roy Satterthwaite

Managing Director
Los Angeles, CA

Robert Barone

Managing Director, Wealth Advisor
Reno, NV

Lauren Moone

Managing Director
San Francisco, CA

Together, we'll take your wealth farther

Our concierge team will connect you with the ideal advisor for your unique goals.

Asset Allocation
Equity Compensation
Estate Planning
Goal Alignment
Life Insurance
Philanthropy
Real Estate Strategies
Retirement Planning
Tax Strategies
Tuition Planning
Atlanta, GA
Baltimore, MD
Bend, OR
Birmingham, AL
Boston, MA
Charleston, SC
Chicago, IL
Cincinnati, OH
Cleveland, OH
Columbia, MO
Croton-on-Hudson, NY
Dallas, TX
Davenport, IA
Denver, CO
Fort Worth, TX
Fremont, CA
Green Bay, WI
Jacksonville, FL
Jersey City, NJ
Kalamazoo, MI
Las Vegas, NV
Los Angeles, CA
Melbourne, FL
Miami, FL
Minneapolis/Saint Paul, MN
Naples, FL
Nashville, TN
New York, NY
Palm Beach, FL
Philadelphia, PA
Phoenix, AZ
Pittsburgh, PA
Pocatello, ID
Portland, OR
Reno, NV
Salt Lake City, UT
San Diego, CA
San Francisco, CA
Santa Fe, NM
Sartell / Saint Cloud, MN
Seattle, WA
Spokane, WA
St. Petersburg, FL
Tampa Bay, Florida
Westchester County, NY
Westport, CT
Wilmington, NC