Bringing family office level service to everyday clients

We integrate every aspect of your financial life into one place - retirement and estate planning, active tax management, institutional-quality investing, and private market access - while providing highly personalized service.

Bringing family office level service to everyday clients

We integrate every aspect of your financial life into one place - retirement and estate planning, active tax management, institutional-quality investing, and private market access - while providing highly personalized service.

There’s no limit to what your wealth can do

Farther is a first-of-its-kind holistic wealth management firm, combining high-touch service with innovative technology – to ensure that your wealth grows for generations to come.

Challenges We Solve

Here are some of the most common questions clients bring to us. If you’d like guidance tailored to your situation, we’re here to help.

How do I choose the right time to retire—financially and for the life I want to live?

How can I plan when most of my net worth is tied up in my business?

How do I prepare for selling or passing down my business?

Would a Roth conversion improve my long-term tax outlook?

What can I do to reduce or avoid estate taxes at the federal or state level?

When should I start Social Security to maximize lifetime benefits for my family?

Experienced advisors who act in your best interest

Our wealth advisors’ incentives are aligned with yours, so they’ll always offer unbiased guidance — not push products you don’t need.

Dynamic technology that works hard for your wealth

Our proprietary platform is stacked with smart features that allow our advisors to spend more time focused on you and your needs.

Access to a broader range of alternative investments

From private equity to crypto and more, our agile approach can put your assets to work across a growing range of vehicles.

Investments that amplify your impact

Our planning-led portfolio design process is customized to you and continuously updated as your goals evolve.

Experienced advisors who act in your best interest

Our wealth advisors’ incentives are aligned with yours, so they’ll always offer unbiased guidance — not push products you don’t need.

Dynamic technology that works hard for your wealth

Our proprietary platform is stacked with smart features that allow our advisors to spend more time focused on you and your needs.

Investments that amplify your impact

Our planning-led portfolio design process is customized to you and continuously updated as your goals evolve.

Access to a broader range of alternative investments

From private equity to crypto and more, our agile approach can put your assets to work across a growing range of vehicles.

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

Who We Serve

Families Planning Major Milestones

Helping you navigate retirement, inheritance, and other pivotal life events with clarity.

Business Owners Facing Transitions

Guiding succession, sales, and tax-smart strategies that protect what you’ve built.

Individuals Seeking Tax Efficiency

Designing thoughtful approaches to minimize taxes today and over your lifetime.

Challenges We Solve

Here are some of the most common questions clients bring to us. If you’d like guidance tailored to your situation, we’re here to help.

How do I choose the right time to retire—financially and for the life I want to live?

How can I plan when most of my net worth is tied up in my business?

How do I prepare for selling or passing down my business?

Would a Roth conversion improve my long-term tax outlook?

What can I do to reduce or avoid estate taxes at the federal or state level?

When should I start Social Security to maximize lifetime benefits for my family?

Case Studies

OUR FEES

Our Fees vs. Industry Averages

We believe in transparent, fair pricing. Below is our tiered advisory fee schedule compared with published industry averages for wealth management fees, as reported by SmartAsset (2024) and Kitces Research (2024).
Assets Under Management
Typical Industry Fee
Our Fee
$0 – $1,000,000
~1.25% – 1.50%
1.00%
$1,000,000 – $2,500,000
~1.00%
0.80%
$2,500,000 – $5,000,000
~0.75% – 1.00%
0.60%
$5,000,000 – $25,000,000
~0.50% – 0.75%
0.50%
$25,000,000 – $50,000,000
~0.25% – 0.50%
0.35%
Over $50,000,000
Often flat or negotiable
0.10%
Sources: SmartAsset 2024; Kitces Research 2024; NerdWallet 2024. Fees shown are typical ranges reported in industry surveys. Individual advisor fees vary. Our full advisory fee schedule is disclosed in our Form ADV Part 2A, available upon request.

Our Team

Martin Gaughan

Managing Director, Wealth Advisor

Martin Gaughan

Managing Director, Wealth Advisor

April Larucci

Client Experience Associate

Ashton Hayes

Trust Services Associate

Stacey Kirkpatrick

Paraplanner

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.