Already Retired or Retiring Soon?
Retire with confidence. Build income. Cut taxes.
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OUR PERSONALIZED APPROACH
We work with successful retirees and near-retirees to build simple, strategic roadmaps that turn savings into income, reduce taxes, and support long-term goals for your families and communities.
Client Focus
Retirees
Late-Career Professional
areas of Expertise
Retirement Planning
Estate Planning
Investments
Insurance Planning
Tax Planning
Locations served
Office in Medfield, MA
Serving clients nationwide
about us
Financial planning that goes beyond the basic, because retirement is too important to leave to guesswork.
If you're retired or nearing retirement in the next year or so and want clarity, confidence, and a personalized financial plan, you're in the right place. We help IRA and 401(k) millionaires turn their savings into reliable income for life — while reducing taxes, supporting family, and giving to causes they care about.
How We Start Working Together
Step 1: Right Fit Call
A short, friendly call to get acquainted and see if working together makes sense. No pressure – just a chance to learn about your goals and share how we can help.
Step 2: Discovery
In a relaxed planning session, we’ll explore your priorities, your financial picture, and what retirement truly means to you – so we can build a plan around your life, family, and legacy.
Step 3: Behind-the-Scenes Analysis
Afterward, we’ll dig into the details – analyzing your numbers, uncovering tax opportunities, and crafting a strategy that supports your income needs and long-term goals.
Step 4: Your One-Page Retirement Plan
We’ll review a clear, personalized plan – all on a single page – showing exactly how to generate income, reduce taxes, and maximize the wealth you’ve built.
Step 5: Sleep Before You Sign
No rushed decisions here. You’ll have time to review the plan, reflect, and discuss. Then we’ll reconnect to answer any questions and decide together on next steps.
Step 6: Get Started with Confidence
When you’re ready, we’ll schedule a quick onboarding meeting and send secure digital paperwork – so you can move forward with clarity and peace of mind.
OUR GUIDING PRINCIPLES
Lifelong Retirement Income
We help you turn your 401(k), IRA and savings into steady, predictable income you won’t outlive.
Pay Less in Taxes
Smart tax planning helps you keep more of what you’ve earned - not send it unnecessarily to the IRS.
Support for Family & Giving Goals
We help you build a plan that supports loved ones and causes that matter most - now and in the future.
Guidance Without Pressure
Our process is calm, clear and focused on helping you make the best decision for your life - not ours.
Common Questions
- How can I make sure my retirement savings last for the rest of my life?
- What should I do to prepare for retirement if I plan to stop working in the next year or so?
- How can I reduce or avoid paying too much in taxes during retirement?
- What’s the best way to support my kids, grandkids, and charities without risking my own financial security?
- How do I create a reliable financial plan if I’ve saved $1 million or more for retirement?
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Grow throughout your financial life
Farther meets you where you are in your wealth building journey, always focused on connecting you to greater wealth opportunities. We scale with you as your family and financial complexity grows.
Financial Planning
Transform financial complexity into a clear, purposeful strategy that grows alongside your life — aligning your current reality with your future ambitions through a dynamic, holistic approach that turns uncertainty into confidence.
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Investments & Portfolio Management
The perfect synthesis of human insight and advanced technology. We construct resilient investment strategies tailored to capture growth while aligning to your risk-reward parameters.
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Tax Optimization
Maximize after-tax return potential with our proactive Intelligent Wealth technology. We deploy sophisticated strategies to ensure your assets work harder for you with ongoing optimization.
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Retirement Planning
Define your next chapter with confidence by bridging the gap between today’s savings and tomorrow’s freedom. Farther's strategic foresight helps you transition from accumulation to independence on your own timeline.
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Generational Wealth Planning
Preserve not just your capital, but your family’s financial values across multiple generations. We facilitate the seamless transfer of stewardship, ensuring your hard-earned success continues to empower your family.
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Trust & Estate Planning
Secure your legacy with a structured approach that protects your assets and legacy. We help navigate complexities of wealth transfer to provide peace of mind for you and your family.
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Asset Management
Farther Asset Management combines rigorous, research-driven strategies with cutting-edge technology, to build bespoke client portfolios designed for better risk-adjusted returns. We empower advisors to provide customized, tax-optimized investment programs without sacrificing time or expertise.
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Small Business Services
Align your company’s balance sheet with your personal wealth goals - optimizing your financial infrastructure to fuel growth and maximize long-term value.
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Institutional Services
Stewardship that honors your mandate. We assume the weight of fiduciary responsibility, delivering sophisticated investment management that empowers your team to focus on the firms mission.
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Your all-in-one financial ecosystem
Our Intelligent Wealth Platform brings your financial world into a trusted, single-view, with technology natively built to avoid the limitations of legacy wealth management institutions. Your information and accounts are protected with the highest levels of data security and compliance.
Your full wealth picture,
in one place
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
Intelligent wealth technology empowers our trusted advisors and market experts to more effectively advance your financial goals at key life moments.
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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
Addressing the sophisticated needs of modern investors
We partner with clients who value thoughtful, strategic financial management and a high level of personal attention, including:
What makes Robert Davenport different from other Las Vegas financial advisors?
Robert brings nearly 30 years of experience serving high‑net‑worth clients and their companies, including prior leadership as Nevada Head of Office for Goldman Sachs Personal Financial Management. He now leads a Las Vegas–based team at Farther, combining fiduciary planning, institutional‑grade strategies, and modern technology to help clients make confident decisions.
What credentials does Robert Davenport hold?
Robert holds the AIF® (Accredited Investment Fiduciary), AEP® (Accredited Estate Planner), and CFBS (Certified Family Business Specialist) designations, in addition to a Master of Science (MS) in Finance.
What is a fiduciary and why does it matter?
A fiduciary is legally obligated to act in your best interest at all times. Robert is a fee-based fiduciary, meaning he does not sell products or earn commissions. This structure ensures his recommendations are centered on your objectives.
How does the fee-based model benefit me?
Fee-based means we never earn commissions from the products we recommend. Our compensation is transparent and designed to remain aligned with your long-term financial success rather than product sales.
What services are included in wealth management?
Comprehensive wealth management in Las Vegas includes six coordinated disciplines: cash flow planning, risk management, retirement strategy, investment management, tax-aware planning, and estate coordination.
Can you help with business succession planning?
Yes. Robert holds the Certified Family Business Specialist (CFBS) credential and has extensive experience helping business owners design exit strategies, navigate liquidity events, and manage succession planning.
Can you help with equity compensation?
Yes. Robert advises on RSUs, stock options, ESPPs, and concentrated stock positions. He develops tax-aware strategies to help you manage vesting schedules and exercise timing within your broader plan.
How does Nevada’s zero income tax benefit my planning?
Nevada’s lack of state income tax creates significant opportunities for Roth conversions, capital gains harvesting, and retirement distributions. Robert helps you navigate these Nevada-specific strategies to help maximize your after-tax potential.
What areas around Las Vegas do you serve?
We serve the following areas: Las Vegas, Henderson, Summerlin, Green Valley, North Las Vegas, Spring Valley, Paradise, and the broader Clark County region.
What is the Farther technology platform?
The Farther platform was built by an elite engineering team to provide sophisticated portfolio management, automated tax-loss harvesting, and real-time financial planning insights in one centralized location.
How does Farther handle investments differently?
Farther provides access to a broad range of investment solutions with tax-intelligent portfolio construction. We utilize automated tools designed to improve after-tax efficiency and keep your portfolio aligned with your risk tolerance.
How does tax-loss harvesting work?
Tax-loss harvesting strategically realizes losses to offset gains, which can help reduce your overall tax liability. Farther’s technology monitors your portfolio daily to capture these opportunities as they arise.
What is the minimum to work with Robert?
Farther provides high-touch, family-office level service without traditional investment minimums. We focus on households with complex planning needs; the best way to determine whether it's a good fit is to schedule a conversation.
How often will I meet with my advisor?
Meeting frequency is customized to your needs. Most clients meet quarterly for a formal review, with additional touchpoints at significant life events or market shifts.
How do I schedule a consultation?
You can call (725) 238-4291 or fill out the form on this page. Robert offers initial consultations to discuss your goals and determine if our approach is the right fit for your situation.
Ready to talk?
Simply fill out this commitment-free form to begin. We look forward to getting to know you.
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