Your many happy returns
Farther is the Intelligent Wealth Platform, built from the ground up to unlock greater wealth throughout your financial life
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$15B
Assets Under Management
(Farther proprietary data, Oct 2025)
(Farther proprietary data, Oct 2025)
#1
Fastest-Growing US Financial Services Firm (Inc. Magazine, Deloitte Technology Fast 500)
~1-3%
Potential After-Tax Return Improvement(Farther proprietary data, Dec 2025)
Grow throughout your financial life
Farther meets you where you are in your wealth-building journey. Whether preparing for retirement, managing equity, or navigating estate planning complexities, our Intelligent Wealth Platform empowers seasoned advisors to guide every aspect of your financial life with precision.
Financial Planning
Financial planning isn’t about a finish line—it’s about making the right decisions along the way. Farther's advanced tools model trade-offs across spending, saving, and investing, so your financial strategy supports the life you want now and in the future.
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Investments & Portfolio Management
Most investors are forced to choose between a human advisor or modern technology. At Farther, you get both. Our dedicated advisors apply decades of experience to carefully craft your investment strategy. They leverage our Intelligent Wealth Platform and exclusive Farther Asset Management strategies to build and manage sophisticated portfolios based on your short-term needs and long-term goals.
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Tax Optimization
Taxes are one of the largest controllable drags on long-term returns—yet many wealth managers wait until year-end to manually review opportunities to reduce taxes. Farther’s Intelligent Wealth Platform continuously optimizes your portfolio to be tax-intelligent, deploying tech-powered strategies such as tax-loss harvesting and custom asset location. Tax optimization isn’t a once-a-year exercise; it’s embedded in your portfolio year-round.
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Retirement Planning
Farther believes everyone deserves to feel confident about their financial future. From smartly saving for retirement to living comfortably during retirement, Farther strategizes with you each step of the way. We work to ensure that the energy you invest in your career is matched by investment performance that’ll fuel your next chapter.
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Generational Wealth Planning
True wealth should extend beyond your lifetime. Farther helps you design a legacy that endures via intelligent estate strategies, tax-efficient structures, and tailored succession planning. We connect every part of your financial world, all in one place — bringing together your financial experts, legal professionals, family, and your wealth plan, so each generation is empowered to build upon your success.
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Trust & Estate Planning
Estate planning at Farther is different. Our trusted teams and technology turn what was an overwhelming process into a clear, guided journey; one that gives you peace of mind that your wishes are respected and your loved ones are protected.
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Farther Asset Management
Farther Asset Management delivers research-driven strategies, tax-intelligent portfolio design, and rarified access to private markets—all supported by advanced technology—to improve portfolio outcomes.
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Small Business Services
Farther delivers a unified financial ecosystem for small business owners, merging complex tax strategy with essential employee benefits. We integrate SMB tax optimization and 401(k) plan management into a comprehensive strategy, ensuring your business finances are as efficient as your operations.
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Institutional Services
Fiduciary precision meets modern technology. We don’t just manage portfolios; we engineer financial resilience. Our data-driven risk controls and comprehensive governance ensure your capital works as hard as your organization, and that your investment committee can act with confidence.
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Trusted advisors, powered by wealth technology
Farther’s Intelligent Wealth Platform goes far beyond traditional wealth management. It empowers your advisor to be efficient, effective, and focused entirely on building your wealth.
Community of trusted allies
Delivering advanced wealth strategies, tailored to your goals
Powered by wealth technology that drives results
Wealth Management
From investments and lending to insurance and estate planning, we holistically manage each aspect of your financial life, all in one place.
Financial Planning
We'll develop a personalized roadmap for your goals, with milestones that reflect your values and evolve with life's changes.
Investment Strategy
Guided by your plan, we design tailored strategies to protect and grow your wealth, with precision around tax efficiency, risk tolerance, and time horizon.
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Optimized Core Returns
Our tax-intelligent technology proactively finds opportunities to reduce the impact of taxes on your portfolio, to keep more of your money invested and working for you.
Access To Private Markets
We expand your investable universe with curated access to private market opportunities, helping to drive portfolio diversification and long-term return potential.
Elevated Wealth
Advice
Experienced advisors, powered by intelligent technology, identify new, unbiased investment opportunities and operational efficiencies to better steer your financial roadmap.
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Predictive Advice & Planning
Farther is at the forefront of financial innovation, empowering both advisors and clients with cutting-edge proprietary wealth generation technology. This advanced system is designed to efficiently and effectively capture money-making moments across various markets, ensuring that users can seize opportunities as they arise.
By leveraging this technology, Farther not only enhances the decision-making process for financial advisors but also provides clients with the tools they need to maximize their investment potential. The seamless integration of these capabilities allows for a more dynamic approach to wealth management, fostering a collaborative environment where both advisors and clients can thrive.
Access to Advanced Strategies
Farther is at the forefront of financial innovation, empowering both advisors and clients with cutting-edge proprietary wealth generation technology. This advanced system is designed to efficiently and effectively capture money-making moments across various markets, ensuring that users can seize opportunities as they arise.
By leveraging this technology, Farther not only enhances the decision-making process for financial advisors but also provides clients with the tools they need to maximize their investment potential. The seamless integration of these capabilities allows for a more dynamic approach to wealth management, fostering a collaborative environment where both advisors and clients can thrive.
Intelligent Execution
Farther is at the forefront of financial innovation, empowering both advisors and clients with cutting-edge proprietary wealth generation technology. This advanced system is designed to efficiently and effectively capture money-making moments across various markets, ensuring that users can seize opportunities as they arise.
By leveraging this technology, Farther not only enhances the decision-making process for financial advisors but also provides clients with the tools they need to maximize their investment potential. The seamless integration of these capabilities allows for a more dynamic approach to wealth management, fostering a collaborative environment where both advisors and clients can thrive.
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
We cover every facet — from investments and lending, to insurance and estate planning.
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.
Investment Strategy
Preservation
We employ investment vehicles designed to protect and enhance your wealth.
Portfolio Personalization
We customize investment strategies to reflect your risk tolerance, tax needs, and time horizon.
Tax Efficiency
We focus on minimizing taxes to maximize your after-tax returns.
We are building the future of our industry by marrying cutting-edge technology with human expertise and judgement, so they bring out the best in each other; dramatically improving the wealth management experience for both advisors and clients.
Farther Co-Founders
Taylor Matthews & Brad Genser
Your all-in-one financial ecosystem
Our Intelligent Wealth Platform is protected by the highest levels of data security and compliance, and built to overcome the pain points of legacy wealth management - empowering advisors to focus on their role as your strategic guide to greater wealth.
Your full wealth picture,
in one secure, trusted place
Effortless control
Navigate with ease through a simplified dashboard that empowers you to take command of every financial decision.
Streamlined collaboration
Share specific financial data with your CPA, attorney, and family member – promoting transparent and collaborative wealth management.
Centralized document hub
Access and organize every financial document in one secure, easily accessible location.
Cash management
Our intelligent system monitors your bank accounts – maintaining your liquidity, while ensuring excess cash is efficiently invested and working to increase your wealth.
Save time and hassle
Find answers and perform financial tasks swiftly with just a few clicks, from anywhere, at any time.
Investments tailored to you
With modular investment options from Farther Asset Management and exclusive partners, you and your advisor can personalize your portfolio for your needs.
Get matched with an advisor whose goal is to see you win.
Intelligent wealth technology empowers our trusted advisors and market experts to more effectively advance your financial goals at key life moments.
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Todd Link
Managing Director, Wealth Advisor
Bartlesville, OK
Goal Alignment
Tax Strategies
Asset Allocation
Retirement Planning
Estate Planning
Bryan D’Alessandro
Head of Advisor Growth
New York, NY
Goal Alignment
Asset Allocation
Equity Compensation
Retirement Planning
Estate Planning
Ryan Koenig
Head of Advisor Success
Denver, CO
Goal Alignment
Tax Strategies
Asset Allocation
Equity Compensation
Life Insurance
Aaron Sheklin
Head of Institutional, Strategic Advisor
Jacksonville, FL
Real Estate Strategies
Goal Alignment
Board member of the Planned Giving Council of NE FL
Craig Stearns
Founder & Director, Stearns Wealth Management
Westport, CT
Goal Alignment
Tax Strategies
Equity Compensation
Philanthropy
Estate Planning
Andrea Batey
Principal, Wealth Advisor
Springfield, MO
Goal Alignment
Tax Strategies
Asset Allocation
Retirement Planning
Estate Planning
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Together, we’ll take your wealth farther
Find an advisor that’s right for you. Our concierge team will connect you with an advisor that’s aligned to your ambitions.
