Don't settle for generic. Your wealth deserves a Grand Strategy.

Three senior advisors creating one plan built for your family, business, and the goals you’ve already set in motion. All customized and coordinated with your legal and tax professionals.

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Getting to know Grand Strategy Capital

At Farther, our team brings together decades of experience to deliver tailored investment management coordinated with estate and tax planning. Based in Charlottesville, Virginia, serving clients nationally.

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Our primary office

505 Faulconer Dr, Suite 2C
Charlottesville, Virginia

Who we are

At Grand Strategy Capital, we believe a team-based approach is the foundation for the highest-quality client service. Your wealth strategy is guided by a collaborative team, bringing decades of industry experience to the design of your financial plan. We also coordinate directly with your CPA, attorney, and insurance agent, so you're not the one stitching the advice together.

The grand strategy approach

We know you need more than just investment management. Our approach coordinates every facet of your financial life, delivering the clarity and control you need to plan for your future.
Financial independence, engineered

We move beyond basic retirement projections to model comprehensive strategies designed to support the lifestyle you've earned, offering clarity on the path to financial freedom.

Unified planning

Never worry about generic advice again. We integrate tax planning, estate coordination, risk mitigation, and investment strategy into a single, cohesive blueprint built around your goals.

The power of partnership

As a team on the Farther platform, you benefit from a dedicated relationship with experienced advisors, supported by enterprise grade technology and data protection.

A legacy built to last

From strategies aimed at protecting your assets to efficient wealth transfer, we help you define and plan for a purposeful legacy that seeks to extend financial security to the next generation.

Who we serve

We work best with clients who value coordinated planning and
a long-term advisory relationship.

Pre-retirees

Successful professionals modeling when and how they can confidently retire and sustain their lifestyle.

Multi-generational families

Families coordinating wealth across spouses, children, and heirs, with a focus on purposeful legacy.

Business owners

Owner-operators planning the financial and tax implications of operating, transferring, or selling a business.

Retirees

Clients managing portfolio income, healthcare costs, and estate transfer in retirement.

Questions we help you answer

A short list of questions clients bring us. If any sound familiar, that's a good reason to talk.
Retirement longevity and cash flow
  • When can you confidently retire and plan to help ensure you won't outlive your resources?
  • What can you sustainably spend through retirement?
  • How can you save more, personally and through your business, for retirement?
Investment and risk management
  • Is your portfolio built for your situation and prepared for market volatility?
  • Do you have the right insurance coverage to protect your family?
  • Have you planned for medical costs in retirement?
Multi-generational planning
  • Can you fund college for children or grandchildren without compromising your retirement?
  • Do you have a specialized plan for a child or heir with unique needs?
  • Do you want to leave a meaningful legacy to a school, church, or charity?
Tax and business transition
  • Do you need planning to minimize state and federal estate taxes?
  • What are the tax and cash-flow implications when you sell your business?
  • What happens to the business if you can't continue operating it?

Let’s connect to build a custom strategy that addresses your financial goals.

Schedule now

Modern wealth management for a complex world

You deserve advice that moves as fast as your ambition. By aligning with Farther, the intelligent wealth management firm, Grand Strategy Capital combines our team's decades of experience with a modern platform designed for high-net-worth success.

Local advisors, national resources

Three senior advisors as your direct point of contact, with Farther's investment platform, institutional research, and specialist network behind us.

Coordinated by default

Your investment strategy, tax plan, and estate documents live in one system, so every advisor (yours and ours) works from the same plan.

One dashboard for everything

All your accounts, performance, and plans in one place, not five separate logins.

A fiduciary commitment

As a fiduciary, we are legally and ethically bound to your best interests. Our model is built to align our success with yours.

Your all-in-one financial ecosystem

Our Intelligent Wealth Platform brings your financial world into a trusted, single-view, with technology natively built to avoid the limitations of legacy wealth management institutions. Your information and accounts are protected with the highest levels of data security and compliance.

Your full wealth picture, in one place

Effortless control

Gain a comprehensive view of your financial landscape — banking, investments, lending, insurance, and more — all organized on one platform.

Streamlined collaboration

Share specific financial data with your CPA, attorney, and family members — promoting transparent and collaborative wealth management.

Centralized document hub

Store every financial document in one organized, secure, and easily accessible location.

Cash management

Our intelligent system continuously monitors your bank accounts — maintaining your liquidity, while ensuring excess cash is efficiently invested and working to increase your wealth.

Save time and hassle

Find answers and perform financial tasks swiftly with just a few clicks, from anywhere, at any time.

Our team

David
Graham
Senior Vice President, Wealth Advisor

David H. Graham Jr. brings over 35 years of financial market experience to his role as a portfolio manager and wealth advisor. He works closely with individuals and institutions to oversee their investment strategies, offering thoughtful financial solutions designed to preserve and grow wealth over time. Having led teams of portfolio managers responsible for fixed income common trust funds and mutual funds at a regional Virginia bank, David combines deep market insight with a steady, relationship-driven approach to wealth management.

What David values most about his work is the personal connection he builds with each client. His mathematical background supports the analytical precision needed for complex portfolio management, while his decades of experience give him the perspective to help clients navigate every stage of their financial journey with confidence.

A lifelong Virginian, David was born and raised in Lynchburg and later moved to Richmond, where he met his wife, and Charlottesville where they raised their two daughters. Outside of work, he is an avid golfer who enjoys both social rounds and competitive play.

David

Graham

Senior Vice President, Wealth Advisor
LinkedIn

David H. Graham Jr. brings over 35 years of financial market experience to his role as a portfolio manager and wealth advisor. He works closely with individuals and institutions to oversee their investment strategies, offering thoughtful financial solutions designed to preserve and grow wealth over time. Having led teams of portfolio managers responsible for fixed income common trust funds and mutual funds at a regional Virginia bank, David combines deep market insight with a steady, relationship-driven approach to wealth management.

What David values most about his work is the personal connection he builds with each client. His mathematical background supports the analytical precision needed for complex portfolio management, while his decades of experience give him the perspective to help clients navigate every stage of their financial journey with confidence.

A lifelong Virginian, David was born and raised in Lynchburg and later moved to Richmond, where he met his wife, and Charlottesville where they raised their two daughters. Outside of work, he is an avid golfer who enjoys both social rounds and competitive play.

Learn More
/advisor/david-graham
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Joseph
Coulson
Senior Vice President, Wealth Advisor

With more than 35 years of experience in finance — beginning in municipal finance and later as a Financial Advisor — Joseph is dedicated to helping clients build lasting financial confidence, both now and in retirement. He takes a comprehensive approach to planning, considering every aspect of a client’s financial life, from cash flow and debt management to investments, protection, and taxes.

Joseph believes great financial advice begins with listening. He and his team take the time to understand each client’s values, goals, and priorities, ensuring that every recommendation reflects their unique vision for the future. Known for his thoughtful guidance and disciplined approach, Joseph customizes and manages each portfolio with care, aligning strategies with what matters most to his clients.

Outside of work, Joseph is a passionate music lover and an avid hiker and squash enthusiast.

Joseph

Coulson

Senior Vice President, Wealth Advisor
LinkedIn

With more than 35 years of experience in finance — beginning in municipal finance and later as a Financial Advisor — Joseph is dedicated to helping clients build lasting financial confidence, both now and in retirement. He takes a comprehensive approach to planning, considering every aspect of a client’s financial life, from cash flow and debt management to investments, protection, and taxes.

Joseph believes great financial advice begins with listening. He and his team take the time to understand each client’s values, goals, and priorities, ensuring that every recommendation reflects their unique vision for the future. Known for his thoughtful guidance and disciplined approach, Joseph customizes and manages each portfolio with care, aligning strategies with what matters most to his clients.

Outside of work, Joseph is a passionate music lover and an avid hiker and squash enthusiast.

Learn More
/advisor/joseph-coulson
X
Walter
Megonigal
Wealth Advisor

Walter helps clients take control of their financial future through comprehensive, disciplined investment management and financial planning. He is dedicated to empowering individuals and families to reach their personal and professional goals, protect what matters most, and build lasting financial independence.

After practicing law for seven years, Walter transitioned into wealth management to make a more direct and long-term impact on people’s lives. He finds great fulfillment in guiding clients through complex financial decisions and seeing the results of thoughtful planning unfold over time.

Outside the office, Walter is married to a veterinarian and the proud father of two teenage children. He is also an avid jiu jitsu practitioner and obstacle course racer.

Walter

Megonigal

Wealth Advisor
LinkedIn

Walter helps clients take control of their financial future through comprehensive, disciplined investment management and financial planning. He is dedicated to empowering individuals and families to reach their personal and professional goals, protect what matters most, and build lasting financial independence.

After practicing law for seven years, Walter transitioned into wealth management to make a more direct and long-term impact on people’s lives. He finds great fulfillment in guiding clients through complex financial decisions and seeing the results of thoughtful planning unfold over time.

Outside the office, Walter is married to a veterinarian and the proud father of two teenage children. He is also an avid jiu jitsu practitioner and obstacle course racer.

Learn More
/advisor/walter-megonigal
X
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Important Disclosures
Updated as of January 15, 2026

Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk. Therefore, there can be no assurance that the future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Farther Finance Advisors, LLC [“Farther”]), or any consulting services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Neither Farther’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if Farther is engaged, or continues to be engaged, to provide investment advisory services. Farther is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, no portion of this discussion or information serves as the receipt of, or a substitute for, personalized investment advice from Farther. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.farther.com. The scope of the services to be provided depends upon the needs and requests of the client and the terms of the engagement.

Historical performance results for investment indices, benchmarks, and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. It should not be assumed that your account holdings correspond directly to any comparative indices or categories. Please also note: (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your accounts; and (3) a description of each comparative benchmark/index is available upon request.

This document is a general communication being provided for informational purposes only. It is educational in nature and not designed to be taken as advice or a recommendation for any specific investment product, strategy, plan feature or other purpose in any jurisdiction, nor is it a commitment from Farther Financial Advisors, LLC or any of its subsidiaries or related entities to participate in any of the transactions mentioned herein. Any examples used are generic, hypothetical, and for illustration purposes only. This material does not contain sufficient information to support an investment decision, and it should not be relied upon by you in evaluating the merits of investing in any securities or products. In addition, users should make an independent assessment of the legal, regulatory, tax, credit, and accounting implications and determine, together with their own financial professional, if any investment mentioned herein is believed to be appropriate to their personal goals. Investors should ensure that they obtain all available relevant information before making any investment. Any forecasts, figures, opinions, or investment techniques and strategies set out are for information purposes only, based on certain assumptions and current market conditions and are subject to change without prior notice. All information presented herein is considered to be accurate at the time of production, but no warranty of accuracy is given and no liability in respect of any error or omission is accepted. It should be noted that investment involves risks; the value of investments and the income from them may fluctuate in accordance with market conditions and taxation agreements, and investors may not get back the full amount invested. Both past performance and yields are not reliable indicators of current and future results.

This website utilizes technologies such as cookies to enable essential site functionality, as well as for analytics, personalization, and targeted advertising. To learn more, view our Privacy Policy.*Chart Disclosures:
1. The targeted annual return of 8% is a forward-looking projection methodology, based on modeling of potential market scenarios and is not a guarantee of future performance.
2. This projection was not actually achieved by any portfolio and represents a hypothetical estimate of potential returns under specific assumptions listed."
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5. There is no assurance that any portfolio will achieve returns similar to these hypothetical projections. Past performance, whether actual or hypothetical, is not indicative of future results.
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