NEW YORK – Farther, the intelligent wealth firm fusing proprietary technology with advisor expertise, welcomed Chief Investment Officer of Farther Asset Management Nick Panitsas and 29 premier advisors nationwide between January and March 2025. Their arrival marks a strong start to the year and reinforces Farther’s appeal as a modern RIA built for advisors and their clients, bringing the firm’s assets under management to nearly $6 billion.
“Farther is redefining wealth management by combining powerful technology that attracts top personnel throughout the country,” said Taylor Matthews, CEO & Co-Founder of Farther. “This talented group reflects the effectiveness of our model: one that gives advisors more time to focus on clients, more control over their growth, and the tools they need to deliver greater value. Now equipped with Nick’s expertise, we are looking forward to further scaling our offering to reach more advisors and clients in 2025 and beyond.”
Panitsas brings more than 25 years of experience in wealth management and fintech, having built and scaled asset management businesses serving individual investors, RIAs, family offices, and institutions. Most recently at Fidelity and Geode Capital Management, he played a key role in developing investment programs and tax-optimization strategies that became firm-wide standards, helping grow platforms managing over $1 trillion in assets.
“Farther is uniquely positioned to lead the next generation of wealth management – with the infrastructure, talent, and vision to back it up. I am looking forward to helping scale this vision and elevate how we deliver advice to our clients,” said Nick Panitsas, Chief Investment Officer of Farther Asset Management.
Advisors Who Joined Farther in Q1 2025 Include:
California (CA)
- Scott Coles
- David Coles
- Michael Lynch
- Matthew Buenafe
Florida (FL)
- Mike Orzel
Georgia (GA)
- Sam Wilkerson
Illinois (IL)
- Sam Schwartz
Iowa (IA)
- Joshua Volgarino
Kansas (KS)
- Jared Rand
Massachusetts (MA)
- Christopher Veneto
Michigan (MI)
- Joseph Morphew
- Joe Mayone
- Alex Austin
Minnesota (MN)
- Barry Bigelow
- Steven Schoenberger
Missouri (MO)
- Jon Timson
- Kimberley Hamilton
- Myles Jackson
- Andrea Batey
- George Timson
- Carolyn Hoffman
- Derieck Hodges
New Mexico (NM)
- Doug Lindsey
South Carolina (SC)
- Michael Flatley
Texas (TX)
- Phillip Weinstein
- John Carey
Washington (WA)
- Bradley Sim
Wisconsin (WI)
- Jay Handy
- Jacob Barr
Several of these advisors join as members of wealth management teams partnering with Farther, including Anchor Pointe Wealth Management, Heartland Group, Lynch Financial, SignalPoint Asset Management, and WMBC Financial.
Ranked one of AdvisorHub’s top recruiters of 2024, Farther continues to stand out in a competitive industry by offering a platform purpose-built for advisors. The firm provides industry-leading payouts, no mandatory minimums, and the freedom to run an independent practice – all while enabling advisors to spend more time on strategic, high-impact work with clients.
Advisors interested in learning more about how Farther can elevate their business can visit farther.com/for-advisors.
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About Farther
Farther is the intelligent wealth management firm, combining powerful technology with premier advisors to accelerate financial freedom. As the fastest-growing RIA in the country, Farther is home to top advisors and high-net-worth clients, with assets under management nearing $6 billion. For more information, visit farther.com.
