NEW YORK – Farther – the Intelligent Wealth Platform, natively built to unlock greater wealth for clients throughout their financial lives – today announced that the Greenside Team has joined its growing team of advisors. Greenside manages $185 million in client assets.
Based in Greensboro, Georgia, the Greenside Team at Farther (formerly Livingworth Wealth Advisors), includes Brian Doe and Andréa Myers, who bring over 25 years’ experience helping clients confidently build wealth that balances enjoying life today with long-term growth.
“Joining Farther allows us to serve clients with greater precision and impact. It takes our wealth strategies, designed to prepare clients for life’s major transitions, to the next level.” said Brian Doe, Principal, Wealth Advisor, at the Greenside Team at Farther. “Farther’s technology, resources, and team support make it possible to spend more time on what matters – helping clients build a custom wealth framework that matches their priorities.”
Known for their deep expertise guiding clients through the "eleven critical years’ retirement transition process" (ages 59 to 70), the Greenside Team at Farther specializes in sophisticated topics like tax-efficient IRA withdrawals, Medicare and Social Security claims, and estate planning solutions. The team also serves institutional clients, leveraging its strong background in higher education fundraising to advise local nonprofits on donor development, cash and non-cash gifts, and Donor-Advised Funds (DAFs). Their customized approach centers on estate and wealth transfer strategies that are designed to achieve sustained, multi-generational growth.
Why Brian Doe’s Team Chose Farther
The Greenside Team selected Farther for its wide array of wealth management resources, created to mitigate the pain points common in traditional wealth management. Those capabilities are delivered through the firm’s all-in-one Intelligent Wealth Platform, which is built from the ground up to help advisors spend more time on client wealth-building strategies and less time on back-office administrative work. With Farther’s technology, the team’s advisors and their clients now gain access to a superior wealth experience.
“Brian Doe and team have built an outstanding reputation in the greater-Greensboro, Georgia community, for designing investment plans that create stability and confidence in retirement,” said Megan Bailey, VP, Head of Growth at Farther. “Farther is proud to welcome the Greenside Team and provide them with our Intelligent Wealth Technology, so they can further scale their operations and continue delivering excellent client service.”
What’s Next for the Greenside Team at Farther
The Greenside Team at Farther will continue to deliver customized investment strategies that balance security, flexibility, and long-term growth. They will help their clients preserve purchasing power, maintain spending confidence, and promote lasting wealth sustainability. Supported by Farther’s proprietary Intelligent Wealth Platform, the team is excited to devote more time to delivering even more of the personalized guidance their clients have come to rely on.
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 Platform, natively built to unlock greater wealth for clients throughout their financial lives. For more information, visit farther.com.
