Our mission is to simplify your life

Our Insights Team works with high-net-worth individuals and families who value working in partnership with a trusted advisor.

CONNECT WITH US

We combine qualitative planning, quantitative portfolio management, and high-touch service to meet your financial needs.

Qualitative Planning

We develop a strategy to meet your goals through comprehensive financial planning.

High-Touch Service

We’ve worked with clients with complex needs for over 65 years combined. We understand how your financial life is unique and requires its own solutions.

Quantitative Portfolio Management

We build diversified portfolios to maximize your after-tax returns and meet your financial goals.

A sophisticated wealth platform that makes your life simpler

We use cutting-edge technology to manage your wealth.

  • See your wealth in action
    Get a holistic view of your finances, all in one place.
  • SAVE TIME AND HASSLE
    Get the answers you’re looking for at the click of a button.
  • TECHNOLOGY TO ENHANCE YOUR EXPERIENCE
    See the impact of your financial plan and investment strategy.

We develop a strategy to make your wealth meet your personal goals

Our mission is to solve your complex problems.  We learn your unique financial needs and proactively take care of them.

How do I handle my concentrated stock position?

How do I minimize taxes from a liquidity event?

How can I make more money on my cash balances?

How can I manage my assets to offset future liabilities?

Our Team

Headshot of financial advisor David Darby with ripple graphic background

David Darby, CFA

Managing Director of Investment Strategy
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Lauren-Moone-Wealth-Advisor-Financial-Planning

Lauren Moone, CFA, CFP

Managing Director, Wealth Advisor
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Headshot of Jeff Hawkins wearing a suit against a tan background

Jeff Hawkins

Senior Vice President, Wealth Advisor
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Melissa-Gray-vp-client-experience

Melissa Gray

VP, Client Experience
Toula-Courouklis-client-experience-manager

Toula Courouklis

Client Experience Manager
Headshot of Johanna Fuentes against a sage background

Johanna Fuentes

Client Experience Manager 

Content

Investments
3
 Minute Read

The “Yale Model” is Broken

By 
David Darby
,
CFA
By 
By Farther Investment Committee
Investments
5
 Minute Read

The 2025 Farther Market Outlook: A Delicate Equilibrium

By 
,
By 
David Darby, CFA and Alex Paul, CFA
By Farther Investment Committee
Investments
2
 Minute Read

5 Charitable Strategies to Maximize Your Giving Impact (and Tax Deduction, too)

By 
Lauren Moone
,
CFA, CFP®
Farther Investment Committee
By 
By Farther Investment Committee

Ready to talk? 

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