Refer a Friend

Refer friends and family to an elite wealth management experience.

We thank you for your loyalty and reward you for sharing Farther with your friends, family, and colleagues. We all win when we go Farther together.

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 $250 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
Farther Rewards
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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Thanks for sharing!

You couldn't give us a bigger compliment than by sharing Farther with a friend. Thank you for your help in building a stronger community.

Thank you! Your information has been received and a Farther Advisor will reach out shortly!
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