Our Investment Philosophy

We believe every dollar should have a goal. We build tailored portfolios designed to achieve those goals.

Our Investment philosophy

Every dollar has a purpose

You have big goals that you want to achieve. Those might include buying a home, building a business, paying for college, or leaving a legacy. Whatever your goals are, every dollar you save is an opportunity to make progress towards them.

We believe your savings and investment strategy should help you make progress towards your goals in a structured, consistent, tax-efficient way.

Managing your wealth

An approach unique to you

We structure accounts with purpose.
We start by setting you up with the right accounts for each goal that you have. This goal-based strategy allows us to tailor portfolios with more nuance and direct savings to where you can reduce your taxes and stretch your dollar farther.

We tailor investments to your goals.
Once your structure is in place, we build investment portfolios that match your unique risk profile and the time horizon of your goals. The more risk you’re comfortable with and the longer your time horizon, the higher the expected return profile you should expect.

We employ strategies to reduce your taxes.
Not only do we strive for diversification within and across asset classes, we do so in tax-advantaged accounts whenever we can and with low-cost, tax-efficient ETFs at the core of most of our strategies. Asset location and tax-loss harvesting round out how we help you keep more of what you earn.

Each of our clients comes to us after following a unique path. We embrace the particular dynamics of those paths and build tailored portfolios around them, striving for return, diversification, and tax efficiency. We match our client's preferences, beliefs, and values to investment mixes targeted to their goals and underpinned by modern portfolio theory.

Managing your wealth

How Does Farther Do It?

We structure accounts with purpose.
We start by setting you up with the right accounts for each goal that you have. This goal-based strategy allows us to tailor portfolios with more nuance and direct savings to where you can reduce your taxes and stretch your dollar farther.

We tailor investments to your goals.
Once your structure is in place, we build investment portfolios that match your unique risk profile and the time horizon of your goals. The more risk you’re comfortable with and the longer your time horizon, the higher the expected return profile you should expect.

We employ strategies to reduce your taxes.
Not only do we strive for diversification within and across asset classes, we do so in tax-advantaged accounts whenever we can and with low-cost, tax-efficient ETFs at the core of most of our strategies. Asset location and tax-loss harvesting round out how we help you keep more of what you earn.

Amber is a luxury food and travel writer who travels the world for publications like Forbes and Condé Nast Traveler. Her expenses were generally pretty low and her savings rate was really high despite having a modest income. She mostly put her savings into her bank account but thought she could be doing more. She'd taken a few investment tips from her brother, but never really devoted the time to "managing her money". Farther helped her get organized and actually develop a plan for her savings.

Marco and Julia just moved to the suburbs to get a little more space now that a new addition is on the way. They both have busy careers and know that they don’t have the time to be their own financial advisors. They’re aiming to get estate plans, insurance, and a holistic view of their financial lives in place before they lose all their free time to the baby…

Tyler earned his first dollar starting a lawn mowing business as a kid and his entrepreneurial pursuits have only become more ambitious with time. Now on his second startup, he’s balancing managing his company, growing his family, and buying a house. He wants to set up a firm (and tax efficient) foundation now in preparation for a very busy and very bright tomorrow.

Jade is on the partner track at her PR firm. She’d previously jumped from place to place, collecting 401(k)s along the way, but she’s finally found a home. With buying her way into the partnership in sight, she knows she needs to get her finances in order but doesn’t have the time to consolidate everything or invest consistently on her own.

go farther

The best time to start is now

Schedule a free conversation with a Farther financial advisor to learn more and find out if Farther is right for you.