Farther Reserve is a boutique private wealth offering that fuses expert advice with modern technology: enhancing the client experience, reducing costs, and democratizing bespoke services for an expanded audience. We cater to complex, sophisticated, and larger account-size relationships.

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Our support for founders and business owners encompasses liquidity planning, pre-sale planning, transaction planning, exit strategies, tax strategies, capital gains strategies, estate planning, and succession planning.
We assist multi-generational families with objective trust structure and trustee selection, with the goal of increasing transparency and control.
We provide institutions and boards with innovative technology tools to implement planned giving strategies, improve board engagement, and develop custom investment strategies to meet spend rates – while constantly measuring impact.
We construct conscious portfolios focused on risk management, tax minimization, and uncorrelated asset allocation. Our strategies enable a higher probability of achieving goals, while reducing portfolio risk.
Philanthropic impact measurement

The cost of investments are a drag on performance. We aim to provide great advice, guidance, and planning at a competitive cost by leveraging technology and lower cost investments when possible.
Taxes can be the largest drag on performance.
You can control the price that you pay for an asset. Whether it is real estate, bond, alternative, or a stock, buying a great asset at a great price will help achieve investment goals.
Owning uncorrelated assets across a more set of asset classes reduces risk. Proper allocation helps goals and increases ability to stay invested during times of volatility.

Broad access to alternatives asset classes (e.g., private equity, venture capital, private credit, liquid alternatives, and real estate)
Farther will handle portfolio rebalancing and reallocations.
In partnership with you, Farther streamlines the entire process of being invested in alternatives.
We manage the paperwork and processing, and ensure that you have all of the appropriate tax documentation
Alternatives require a higher level of due diligence and expertise, but often reduce volatility. We will seek to apply the most appropriate allocations based on your risk tolerances.
Farther will continually monitor performance and add or remove funds over time.
Foundation: The base layer of financial independence, built to cover lifestyle expenses, family obligations, and maintain ready access to cash.
Strategic Wealth: Capital reserved for what matters most, supporting future generations, giving back to the community, and elevating quality of life.
Future Moves: A launchpad for bold ideas, funding entrepreneurial ventures, breakthrough technologies, and special opportunities.
Kevin has over 20 years of experience as a fund manager and trader at the Chicago Board of Trade (CBOT). He works with institutions and high-net-worth individuals to develop and execute financial plans tailored to their specific objectives. Risk management is the foundation of Kevin’s methodology. He employs asset allocation strategies and incorporates alternative investments to manage portfolio returns. His approach focuses on detailed financial planning and the implementation of risk-adjusted investment strategies. An active practitioner of yoga and meditation, Kevin has also earned podium finishes in the Master’s Divisions of Brazilian Jiu-Jitsu at several World and Pan Am championships. He values time with his family and explores the outdoors through travel and recreation.
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Kevin has over 20 years of experience as a fund manager and trader at the Chicago Board of Trade (CBOT). He works with institutions and high-net-worth individuals to develop and execute financial plans tailored to their specific objectives. Risk management is the foundation of Kevin’s methodology. He employs asset allocation strategies and incorporates alternative investments to manage portfolio returns. His approach focuses on detailed financial planning and the implementation of risk-adjusted investment strategies. An active practitioner of yoga and meditation, Kevin has also earned podium finishes in the Master’s Divisions of Brazilian Jiu-Jitsu at several World and Pan Am championships. He values time with his family and explores the outdoors through travel and recreation.
Eric enjoys forging deep relationships with business owners, families, and entrepreneurs across the country – all of whom have unique backgrounds and stories. Through a team-based approach, Eric partners with experts to help his clients navigate the world of financial planning: providing unbiased, holistic advice in helping them plan for the life they envision.
Prior to joining Farther, Eric was a fiduciary advisor at Solutions 4 Wealth, an independent RIA based in Dallas, TX.
A native of Hilton Head Island, SC, Eric currently resides in Charleston, SC. He enjoys paddle boarding to the Morris Island lighthouse, surfing, or exploring the vast waterways of the lowcountry by boat.

Eric enjoys forging deep relationships with business owners, families, and entrepreneurs across the country – all of whom have unique backgrounds and stories. Through a team-based approach, Eric partners with experts to help his clients navigate the world of financial planning: providing unbiased, holistic advice in helping them plan for the life they envision.
Prior to joining Farther, Eric was a fiduciary advisor at Solutions 4 Wealth, an independent RIA based in Dallas, TX.
A native of Hilton Head Island, SC, Eric currently resides in Charleston, SC. He enjoys paddle boarding to the Morris Island lighthouse, surfing, or exploring the vast waterways of the lowcountry by boat.
Nelson has 40 years of experience in financial services, having managed commercial groups for international institutions including BBVA. As a Certified Exit Planning Advisor, he focuses on assisting owners of privately held businesses with corporate, personal, and employee planning. Nelson earned a B.S. in Finance from Louisiana State University and is a graduate of Executive Management Programs at the University of Texas at Austin and IESE International University in Europe. At Farther, he utilizes his background to help develop bank-related product networks for clients. A resident of Jacksonville Beach, Florida, Nelson is involved in the local business and non-profit sectors. He is a trustee and former chairman of the Gator Bowl organization. His practice is dedicated to providing comprehensive planning strategies for entrepreneurs.

Nelson has 40 years of experience in financial services, having managed commercial groups for international institutions including BBVA. As a Certified Exit Planning Advisor, he focuses on assisting owners of privately held businesses with corporate, personal, and employee planning. Nelson earned a B.S. in Finance from Louisiana State University and is a graduate of Executive Management Programs at the University of Texas at Austin and IESE International University in Europe. At Farther, he utilizes his background to help develop bank-related product networks for clients. A resident of Jacksonville Beach, Florida, Nelson is involved in the local business and non-profit sectors. He is a trustee and former chairman of the Gator Bowl organization. His practice is dedicated to providing comprehensive planning strategies for entrepreneurs.
Dr. Daniel Gilham is Managing Director of Advisor Strategy at Farther, an Inc. 5000 fastest-growing financial firm. With nearly two decades of experience, he helps business owners and high-net-worth clients achieve clarity through goals-based planning. He leads product innovation and strategy, blending technology with human expertise.
He is a CERTIFIED FINANCIAL PLANNER® and Certified Exit Planning Advisor. A 40 Under 40 honoree, his insights appear in USA Today, Bloomberg, and The Wall Street Journal. He also serves on the GrowFL and University of North Florida Economics Advisory Boards.
Dr. Gilham lives in Atlantic Beach, Florida, with his wife and two children, enjoying mountain climbing and the outdoors.

Dr. Daniel Gilham is Managing Director of Advisor Strategy at Farther, an Inc. 5000 fastest-growing financial firm. With nearly two decades of experience, he helps business owners and high-net-worth clients achieve clarity through goals-based planning. He leads product innovation and strategy, blending technology with human expertise.
He is a CERTIFIED FINANCIAL PLANNER® and Certified Exit Planning Advisor. A 40 Under 40 honoree, his insights appear in USA Today, Bloomberg, and The Wall Street Journal. He also serves on the GrowFL and University of North Florida Economics Advisory Boards.
Dr. Gilham lives in Atlantic Beach, Florida, with his wife and two children, enjoying mountain climbing and the outdoors.
Keith has over 25 years of investment experience, focusing on helping clients reach their generational goals. He provides advisory services to entrepreneurs, family offices, endowments, and foundations, drawing on his previous experience at Truist, Bessemer Trust, GenSpring Family Offices, and J.P. Morgan. Active in the Southeastern venture capital and private equity community, Keith serves as a board member of RiseIT Solutions, Vice-Chair of the CofC Foundation, and Finance Chair for Charleston Promise Neighborhood. He also serves as a YES Carolina mentor. An expeditioner, Keith has summited Kilimanjaro twice and was a member of the first team to reach the South Pole using exclusively solar, wind, and biofuel for power.

Keith has over 25 years of investment experience, focusing on helping clients reach their generational goals. He provides advisory services to entrepreneurs, family offices, endowments, and foundations, drawing on his previous experience at Truist, Bessemer Trust, GenSpring Family Offices, and J.P. Morgan. Active in the Southeastern venture capital and private equity community, Keith serves as a board member of RiseIT Solutions, Vice-Chair of the CofC Foundation, and Finance Chair for Charleston Promise Neighborhood. He also serves as a YES Carolina mentor. An expeditioner, Keith has summited Kilimanjaro twice and was a member of the first team to reach the South Pole using exclusively solar, wind, and biofuel for power.

Ashton Hayes is a dedicated legal professional with experience in tax law, property disputes, and probate matters. With a client-first approach, she prioritizes clear communication, thorough research, and strategic problem-solving to deliver effective legal solutions. Ashton is committed to navigating complex legal challenges with diligence and integrity, always advocating for her clients’ best interests. She earned her J.D. and LL.M. in Taxation from The University of Alabama School of Law, following a summa cum laude BA in Criminal Justice and Political Science. Through roles at Dentons Sirote, Alabama Legal Services, the Dallas County Probate Court, and the U.S. District Court for the Northern District of Alabama, Ashton has gained hands-on experience in tax controversies, housing disputes, and estate planning.

Ashton Hayes is a dedicated legal professional with experience in tax law, property disputes, and probate matters. With a client-first approach, she prioritizes clear communication, thorough research, and strategic problem-solving to deliver effective legal solutions. Ashton is committed to navigating complex legal challenges with diligence and integrity, always advocating for her clients’ best interests. She earned her J.D. and LL.M. in Taxation from The University of Alabama School of Law, following a summa cum laude BA in Criminal Justice and Political Science. Through roles at Dentons Sirote, Alabama Legal Services, the Dallas County Probate Court, and the U.S. District Court for the Northern District of Alabama, Ashton has gained hands-on experience in tax controversies, housing disputes, and estate planning.




Gain a comprehensive view of your financial landscape — banking, investments, lending, insurance, and more — all organized on one platform.
Share specific financial data with your CPA, attorney, and family members — promoting transparent and collaborative wealth management.
Store every financial document in one organized, secure, and easily accessible location.
Our intelligent system continuously monitors your bank accounts — maintaining your liquidity, while ensuring excess cash is efficiently invested and working to increase your wealth.
Find answers and perform financial tasks swiftly with just a few clicks, from anywhere, at any time.