NEW YORK – Farther – Intelligent Wealth Management, natively built to unlock greater client wealth – today announced that Casey Bear has joined the firm as a Principal Wealth Advisor. Overseeing more than $225 million in client assets, Bear has built a highly specialized practice serving approximately 40 high-net-worth families.
Prior to joining Farther, Bear spent 13 years as CEO of Cranbrook Wealth Management, where he developed a highly personalized advisory model for individuals and families with complex financial lives – working closely with estate attorneys, CPAs, investment bankers, and other trusted professionals. Before entering wealth management, Bear played collegiate soccer and practiced law at a large firm, experiences that shaped his disciplined, performance-oriented approach to client service.
As part of Farther, Bear’s clients will now gain access to the firm’s all-in-one financial ecosystem – allowing them to view their complete wealth picture through a single, unified platform. The result is greater visibility, streamlined collaboration, and a seamless wealth management experience tailored to meet each client’s unique financial situation and goals.
Why Casey Bear Chose Farther
After more than a decade managing a billion dollar RIA and experiencing the pain points of traditional wealth management, Bear sought a technology solution that aligned with his personalized service model while also reducing friction and inefficiencies. This led him to Farther, where advisors are empowered to spend as much as 90% of their time on client wealth strategy – rather than back-office administrative work.
“Running a legacy RIA for years as CEO taught me exactly where traditional wealth management breaks down – and what it would take to fix it,” said Casey Bear, Principal Wealth Advisor at Farther. “I needed a platform that not only helped to alleviate administrative burdens but also empowered me to best serve my clients’ complex wealth needs. Farther is the first firm I've found that delivers this level of operational empowerment while still matching the high-touch service my clients deserve.”
By intentionally cultivating a focused book of business, Bear is able to provide a deeper level of engagement with every client. Farther’s suite of tools – from tax loss harvesting and automatic rebalancers, to sophisticated asset location and personalized portfolio exclusions – will help unlock a whole new level of customization, driving exceptional returns for clients.
“Casey's approach to the client experience directly aligns with the Farther operating model, where high-touch service meets investment sophistication, and technology allows him to deliver a tailored experience at scale,” said Megan Bailey, VP, Head of Growth at Farther. “Our promise to advisors like Casey has always been to provide the tools to spend more time with clients and less time working around their technology. Farther’s Intelligent Wealth Platform allows us to deliver on this promise.”
Advisors interested in learning more about how Farther can elevate their business can visit farther.com/for-advisors.
About Farther
Farther is Intelligent Wealth Management. Our Intelligent Wealth Platform is built to unlock greater wealth for clients throughout their financial lives. For more information, visit: farther.com.
