Collaborated wealth management
We handle your financial planning, investments, taxes, estate needs, and lending all in one place. Think of our team as your central hub, making sure every move you make aligns perfectly with your big-picture goals.
Timeless wisdom for the wealth you've built.
One coordinated team for your equity compensation, taxes, investments, and retirement income, so the work moves forward between meetings.
Schedule a conversationWise decisions, carried all the way through.
Greg Montejo started Proverbs Financial, now Proverbs Wealth at Farther, in February 2021 after six years at a large national firm, where he could only offer what one company had on the shelf. While reading the book of Proverbs, he saw what his clients lacked. Financial information was everywhere. True wisdom was scarce.
Now, we take care of all the behind-the-scenes work across your entire financial life so you don’t have to deal with the administrative headache. We’re here to provide the focus, clarity, and support you need to make real progress toward your goals without the extra stress.
One team for the decisions your career created.
Equity compensation planning
A clear plan for your RSUs, options, and concentrated company stock, covering what to keep, what to sell, and how each vest fits your taxes and goals.
Tax-efficient investing
Portfolios built around what you keep after taxes. Tax-loss harvesting and asset location work across your accounts throughout the year.
Retirement transition strategy
Turn your long-term savings into a tax-smart retirement plan. We’ll handle your old 401(k)s, rollovers, and company stock so everything lines up with your retirement timeline.
A clear method for the stage of life you're in.
Pro-verbs: a name built on action. Each method turns a complex stage of financial life into ordered steps, so you know what to decide first and what your team carries forward.
The first-generation wealth builder
Your income and equity grew faster than any family playbook could cover. BUILD moves you from scattered accounts to a working plan. We bring into focus what you have and want, unify the picture, and identify the path that fits.
Then we launch priorities with achievable first steps, such as a plan for your next vest, and deepen the strategy over time with your wealth team as your career, family, and spending goals change.
The CLEAR Method for making work optional
You can see the next chapter coming. CLEAR answers the question underneath it: when can work become a choice? We clarify your vision for life beyond full-time work and lay out the facts on income, spending, benefits, and assets.
Next we explore your options by testing when and how you could step back, align your income, investments, taxes, and protection for the transition, and retire on your terms with a plan you can adjust as life changes.
A portfolio built like a well-tuned vehicle
Investments exist to get you somewhere, and the right vehicle depends on your destination and who is riding with you. Every portfolio we build starts with an engine: a core built on efficient markets.
It also has a brake, a focus on limiting downside, and a gas pedal, room to accelerate when opportunities appear. All investing involves risk, including loss of principal, so we review and retune your portfolio as your life changes.
Clear answers to the questions you'll ask first.
These are the questions Greg hears in nearly every first conversation. If yours isn't here, bring it to the call and we will answer it together.
Are you a fiduciary?
Yes. As a fee-based fiduciary, we are required to act in your best interest, a higher standard than recommending what is merely suitable. Every relationship at Proverbs Wealth is built on that obligation, and Farther is an SEC-registered investment adviser.
What does it cost to work with you?
We charge a percentage of the assets we manage, billed monthly. The fee covers investment management and ongoing financial planning, with additional services depending on your fee and the assets we manage. We walk through every cost before you decide.
What is it like working with you?
We build momentum right away by tackling your biggest financial goals first. Our team takes care of the planning, investments, taxes, and estate details, while Greg keeps you in the loop with clear, straightforward updates.
Do I have to move all my accounts?
No. You can start with a portion of your assets and see how the relationship works for you. Accounts held elsewhere can still be part of the planning picture, so your strategy reflects everything you own.
How do we get started?
Our process has four steps: name it, test it, build it, and keep it moving. We name what you want, test where you stand against it, build the strategy that closes the gap, and keep it moving as your life evolves.
From our founders
We are building the future of our industry by marrying cutting-edge technology with human expertise and judgment, so they bring out the best in each other: dramatically improving the wealth management experience for both advisors and clients.
Brad Genser & Taylor MatthewsFarther Co-Founders
Your all-in-one financial ecosystem
Complete Financial Operation System
AWS Security & Privacy and Plaid Connectivity
Banking
Performance Dashboards
Insurance
Financial Goals
Properties
Wealth Team
Documents
Investments
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.
Your full wealth picture in one secure, trusted place
Navigate with ease through a simplified dashboard that empowers you to take command of every financial decision.
Your wealth team, led by an advisor who plans for what comes next.
Greg brings more than a decade of advice to retirement income, equity compensation, and tax-aware planning for first-generation wealth builders.
Kevin Hoegler, CFP®
Director, FAM Distribution
Ashton Hayes
Senior Trust Associate
Stacey Kirkpatrick, CFP®, MBA, EA
Planner
Start with one conversation
Share a little about your situation, such as an upcoming vest or a retirement date you're weighing, and Greg will come prepared with the first questions worth answering.