Farther Welcomes Waypoint Strategic Advisors, Managing $170M in Assets

NEW YORK – Farther, the intelligent wealth firm fusing proprietary technology with advisor expertise, today announced that Summerville, South Carolina–based Waypoint Strategic Advisors, which last reported $170 million in client assets, has joined the firm.

“At Waypoint, our focus is helping clients confidently manage their finances and achieve their life goals,” said Matthew Coakley, Principal, Wealth Advisor at Waypoint. “Farther’s Intelligent Wealth Platform gives us the tools to amplify that impact and make an even greater difference for the families we serve.”

For more than two decades, the Waypoint Strategic Advisors team – Matthew Coakley, Benjamin Coakley, Joe Casselman, Robert Smith, Raoul Sailer, Marsha Coakley, and Lauren Russell – has delivered evidence-based financial planning, investment management, and retirement plan services. The team brings particular expertise in working with business owners in the healthcare and pharmaceutical industries, offering a holistic, forward-thinking approach that blends disciplined investment strategies with personalized guidance to help clients safeguard, grow, and transition their wealth with confidence.

Why Waypoint Chose Farther

Waypoint’s advisors have always believed that wealth management works best when clients feel confident and supported. Their straightforward approach – grounded in evidence-based investing and helping clients manage the emotional side of money – has guided their growth for more than two decades. By partnering with Farther, the team gains access to a platform that extends their capabilities and deepens the resources available to every client.

“We’re thrilled to welcome Waypoint Strategic Advisors to Farther,” said Taylor Matthews, CEO and co-founder of Farther. “Their client-first philosophy and track record of growth make Waypoint a perfect fit for Farther, and together we’re poised to deliver an even stronger wealth experience for their clients.” 

What’s Next for Waypoint

Waypoint will continue offering its high-touch, client-first services while leveraging Farther’s seamless technology platform to elevate both the advisor and client experience. In the coming months, the team will integrate Farther’s Intelligent Wealth Platform into their practice, gaining access to expanded advisor resources and ensuring clients remain confident and focused on achieving their financial goals.

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. The fastest-growing financial services firm in the country, Farther is home to top advisors and high-net-worth clients. For more information, visit farther.com.