Farther Wealth Planners

We use modern technology to create tailored financial solutions that enhance your experience and help you enjoy life – now and in the future.

FAQs for Individuals

We are committed to addressing your financial challenges. By understanding your unique financial needs, we can help you find effective solutions.

How can I prepare now for a smooth transition into a slower pace of life or retirement?

What steps can I take today to make tomorrow even better financially?

How do I cover the unknowns to feel secure?

What strategies can help me keep more of what I earn?

How can I manage my assets to offset future liabilities?

Going beyond traditional wealth management

Holistic Planning

We create tailored plans, integrating every facet and strategy for your life goals.

High-Touch Service

We understand our clients needs and apply 20+ years of experience to create personalized solutions.

Tax Minimization

It's not just what you earn, but what you keep. We curate tax strategies to retain your wealth.

Customized Portfolios

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

Legacy Planning

We ensure your wealth creates a lasting impact for future generations.

Going beyond traditional wealth management

Holistic Planning

We create tailored plans, integrating every facet and strategy for your life goals.

High-Touch Service

We understand our clients needs and apply 20+ years of experience to create personalized solutions.

Customized Portfolios

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

Tax Minimization

It's not just what you earn, but what you keep. We curate tax strategies to retain your wealth.

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 Individuals

We are committed to addressing your financial challenges. By understanding your unique financial needs, we can help you find effective solutions.

How can I prepare now for a smooth transition into a slower pace of life or retirement?

What steps can I take today to make tomorrow even better financially?

How do I cover the unknowns to feel secure?

What strategies can help me keep more of what I earn?

How can I manage my assets to offset future liabilities?

Case Studies

Our Team

Mitch Simkins

Principal, Wealth Advisor

Brock Alvord

Associate Vice President, Wealth Advisor

Toula Courouklis

Client Experience Manager

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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.

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