Refer a Friend

Refer friends and family to an elite wealth management experience.

We will reward you for sharing Farther with your friends, family, and colleagues. We have built wealth management technology that centers around human connection through dedicated advisors. ‍

Invite friends, earn Farther rewards

Inviting friend to Farther is rewarding for both of you. When you invite a friend not only will we deposit $200 into your Farther account, we will also give them a month of waived fees. Your rewards for referring friends get better with every friend you refer.

Friends Joined
1
5
10
25+
Farther Rewards
$200
per friend*
One month
waived fees
Three months
waived fees
One year
waived fees
What can Farther do for your friends?
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    You will receive $200 per $100,000 in assets your friend brings over.
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    Tech-enabled platform to invest your money and streamline your wealth.
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    Cash waterfall that reduces your taxes and helps optimize your goal-based accounts.
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    Tailored investment portfolios to invest in what matters to you.
What do you get for referring friends?
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    We will deposit up to $5,000* in your Farther account for every friend you refer.
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    Refer five or more friends and receive one month of waived fees.
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    Refer ten or more friends and receive an additional month of waived fees.
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    Refer twenty or more friends and we will
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Get started in minutes.

If you are outgrowing robo-advisors, unhappy with the attention you're getting from another advisor, or struggling to manage your wealth professionally alone, let's have a conversation.

Schedule a free consultation with a Farther advisor and start taking control of your financial life.

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    A dedicated financial advisor
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    Custom investment portfolios
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    Automated rebalancing
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    Transparent low fees

It really is just that good.

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