Mitzie Wilson, CFP®, SE-AWMA®, RICP®
With over 15 years of experience in investment management and retirement planning, Mitzie helps clients confidently transition into and thrive throughout retirement.
Our Personalized Approach
You've worked hard for your money. We help make it work for you. Whether you're changing jobs or preparing to retire, we help ensure every piece of your financial life is in proper order.
Client Focus
Pre-Retirees|Retirees|Women of Means
Areas Of Expertise
Asset Allocation|Estate Planning|Retirement Planning|Tax Strategies|Goal Alignment
Locations Served
Georgia
About Us
Full Control: You can choose things like your career, your portfolio, and your financial literacy. These are aspects of your retirement on which you have the final choice.
Some Control: When it comes to decisions like when to retire, you can make the decision, but it may depend on factors like health and lifestyle.
No Control: It’s not about timing the market — it’s about time in the market. While we may wish the market behaved differently, its performance is ultimately beyond our control.
Our Guiding Principles
Retirement is here, or it’s coming
Whether preparing for or enjoying retirement, we help create a secure and fulfilling financial future.
Personalized, not prescribed
Every client’s goals are unique. We create custom strategies that reflect each individual’s life.
Education builds confidence
We believe understanding your finances leads to stronger decisions and lasting peace of mind.
Transparent every step
We keep the process clear, honest, and accessible so clients always know where they stand.
Grow throughout your financial life
Farther meets you where you are in your wealth-building journey. Whether preparing for retirement, managing equity, or navigating estate planning complexities, our Intelligent Wealth Platform empowers seasoned advisors to guide every aspect of your financial life with precision.
Financial Planning
Financial planning isn't about a finish line — it's about making the right decisions along the way. Farther's advanced tools model trade-offs across spending, saving, and investing, so your financial strategy supports the life you want now and in the future.
Your all-in-one financial ecosystem
Our Intelligent Wealth Platform is protected by the highest levels of data security and compliance, and built to overcome the pain points of legacy wealth management — empowering advisors to focus on their role as your strategic guide to greater wealth.
Deep Integration With
Pershing, Apex, Schwab, Fidelity, and 90+ additional custodians
Complete Financial Operation System
AWS Security & Privacy and Plaid Connectivity
Effortless control+−
Navigate with ease through a simplified dashboard that empowers you to take command of every financial decision.
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.
Investments tailored to you+−
With modular investment options from Farther Asset Management and exclusive partners, you and your advisor can personalize your portfolio for your needs.
Our team, focused on your results
A higher standard of wealth advice
We understand that advisor relationships can sometimes fall short of expectations. Our approach transforms common pain points into proactive solutions, delivering a seamless, elevated client experience.
- Clear, consistent communication
- Tax-intelligent portfolio design
- Disciplined, long-term investing
- Proactive estate planning
- Regular insights and clarity