Modern wealth for the way you earn

Your career is fast, complex, and high-stakes. Farther Edge delivers a modern, all-in-one wealth platform, from investments and tax strategy to bookkeeping, so you can focus on winning.

The EDGE difference: From peak earning to generational impact

Your career asks all of you. The financial operations underneath it including contracts, multi-state taxes, cash flow, entities, and the timing of every move, need specialist attention that fits between training, shoots, and travel. We are not just financial advisors but are your personal CFO, built to turn short earning windows and inconsistent revenue into stability, longevity, and generational impact. We work on the Farther platform: institutional access, technology built around the way you earn, and the operational speed your career runs on.

The Farther Edge advantage: An all-in-one wealth platform

Most firms weren't built for people like you. We provide comprehensive planning, investing, and financial operations designed to turn peak-career income into lasting wealth.

Short earning windows

Strategic financial planning

We help you convert peak income into lasting wealth.

Multi-state taxes & complex contracts

Tax-first planning

We are well-versed in tax complexity, including multi-state tax mapping and athlete tax strategy.

Inconsistent cashflow & scaling income

Integrated operations

We are equipped to build a smart structure for you, with bookkeeping, bill pay, and entity management.

Managing brand & business opportunities

Industry expertise

We have deep knowledge of intracacies to navigate NIL, sponsorships, royalties, and digital revenue.

Too many "advisors," not enough coordination

One unified team

Our clear strategy and coordinated approach integrates seamlessly with your agents and CPAs.

Need for advanced wealth access

Alternative access

We can help you access venture capital and private companies for diversification.

Who we serve

Professional athletes

They know they have someone watching over their entire financial picture – not just investments, but every piece of their wealth puzzle.

    Creators & influencers

    Managing fast-scaling brands, NIL, sponsorships, and digital revenue.

      Entertainers & media talent

      They have a team ensuring they don't leave money for the government to collect, aimed at maximizing what stays in their family.

        Agents, CPAs & attorneys

        Trusted partners seeking best-in-class financial support for their clients.

          Meet our team

          Jesse Ruda

          Associate Vice President, Wealth Advisor

          Taylor Lloyd

          Managing Director, Wealth Advisor

          Sameer S. Sarmast

          Senior Vice President, ESG Investments

          Michael Flatley

          Vice President, Wealth Advisor

          M. Thomas Pablo, CFP®

          Senior Vice President, Wealth Advisor

          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.

          Deep Integration With

          Pershing, Apex, Schwab, Fidelity, and 90+ additional custodians

          Complete Financial Operation System

          AWS Security & Privacy and Plaid Connectivity

          Banking
          Performance Dashboards
          Insurance
          Financial Goals
          Properties
          Wealth Team
          Documents
          Investments
          • 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.

          Ready to transform peak-career income into a lasting legacy?

          Complete the form to begin. We look forward to learning about you and your career to determine how we can best support your long-term success.