Farther Wealth Planners

We help entrepreneurs assess the value of their companies, optimize operations, plan exits, and maximize value.

FAQs for Business Owners

We understand the unique challenges business owners face. Here are some common issues we help address to ensure your business thrives.

How can I minimize my tax burdens?

What are best practices for managing irregular cash flows effectively?

How do I accurately assess my firm's valuation and maximize it?

When is the best time to exit my business interests for optimal returns?

How can I implement a succession plan to ensure continuity?

Tailored financial solutions for business owners

Business Planning

We create financial plans that support your business's strategic goals and growth.

Business Strategy

We help entrepreneurs assess company value, optimize operations, plan exits, and maximize value.

Tax Minimization

We create tax-efficient strategies that maximize profitability during – in particular, during liquidity events

Customized Portfolios

We meticulously design portfolios to align with your goals, risk tolerances, and preferences.

Risk Management

Identifying and mitigating potential financial risks to safeguard your business's future.

Tailored financial solutions for business owners

Business Planning

We create financial plans that support your business's strategic goals and growth.

Business Strategy

We help entrepreneurs assess company value, optimize operations, plan exits, and maximize value.

Customized Portfolios

We meticulously design portfolios to align with your goals, risk tolerances, and preferences.

Tax Minimization

We create tax-efficient strategies that maximize profitability during – in particular, during liquidity events

A team of trusted advisors: Committed to excellence and integrity

WHAT YOU GET: 

TRANSPARENT PRICING

Customized Financial Plan

Fiduciary Financial Advisor

WE WILL NEVER:

Charge Hidden Fees

Recommend Cookie-Cutter Strategies

Hide Conflicts of Interest

FAQs for Business Owners

We understand the unique challenges business owners face. Here are some common issues we help address to ensure your business thrives.

How can I minimize my tax burdens?

What are best practices for managing irregular cash flows effectively?

How do I accurately assess my firm's valuation and maximize it?

When is the best time to exit my business interests for optimal returns?

How can I implement a succession plan to ensure continuity?

Case Studies

Our Team

Mitch Simkins

Principal, Wealth Advisor

Brock Alvord

Associate Vice President, Wealth Advisor

Toula Courouklis

Client Experience Manager

No items found.

No items found.
No items found.

Go Farther

*This chart is solely for informational purposes and should be considered only as a hypothetical situation. Investing in securities involves potential risks, including loss.

A sophisticated wealth platform that makes your life simpler

Our proprietary platform includes everything you need to easily, confidently manage your wealth — and nothing you don’t.

  • See your wealth in action
    Get a holistic view of your finances, all in one place.
  • Effortless to control
    A simple dashboard allows you to make changes to your portfolio directly.
  • Save time and hassle
    Get the answers you’re looking for at the click of a button.

The security of your assets is our top priority

  • Investments insured by SIPC up to $500K for each account
  • Your data is encrypted when stored and on the move
  • Your money is backed by trusted custodians, including Pershing, Apex, Schwab, and Fidelity

Ready to talk?

Simply fill out this commitment-free form to begin. We look forward to getting to know you.

Thank You
You're all set! A Farther team member will reach out to you soon.
Oops! Something went wrong while submitting the form.