Plan for the eleven years that change everything.
With wealth management experience dating back to the mid-1990s, the Rock Creek Wealth Team at Farther works in partnership with you to balance the complexities of your financial life directing both assets and liabilities to help you realize your most important financial goals. Our team’s 30-plus years of experience enables us to deliver pragmatic advice to orchestrate your wealth to fuel the experiences that make life truly meaningful.
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.
Getting to know the Rock Creek Wealth Team
We believe financial planning should be a collaborative journey. Our team works interactively with you to understand your desired life experiences and bring your biggest goals into focus. Our aim is simple: to make sure you feel completely confident and always understand the why behind every financial decision we make together.
Contact us
Our primary office
8607 Cedar Street Silver Spring, MD 20910
Our philosophy: The plan, the structure, the product
Comprehensive wealth management, simplified for you. A three-pillar methodology designed to help translate ambition into execution.
The plan+−
A data-driven roadmap that plots your current standing against future milestones, from funding a child's education to securing a work-optional lifestyle.
The structure+−
Works to protect what you've built through strategic tax-efficient entities and trusts that prioritize privacy and ease of transfer.
The product+−
Selecting the right financial tools (investments, insurance, and credit facilities) that align with your structures to move you toward your targets.
Our services
We pair Rock Creek Wealth’s signature methodology with Farther's Intelligent Wealth Platform to deliver:
Financial planning
Comprehensive planning guidance from CFP(R) professionals to integrate with portfolio strategy, tax planning, and family considerations.
Investment management
Custom portfolios using public markets and private investments aligned with your plan, with ongoing rebalancing and tax-awareness
Strategic income
Designed for retirement, business exits, and liquidity events to build durable, flexible streams that help provide financial clarity when active income ends.
Public market tax-efficient portfolios
Tax-aware portfolio construction for your taxable accounts, with tax-loss harvesting and strategic asset location
Private investments
Curated access to private equity, private credit, and other private market opportunities
Estate planning
Estate, trust, and generational wealth transfer strategies, coordinated with your attorney.
Our Clients
We work with a select group of clients whose financial lives demand sophisticated planning, integrated tax strategy, and discreet stewardship of their wealth.
Traditional Professionals
Including attorneys and physicians, who are balancing practice income, partnership equity, malpractice and disability planning, and complex tax exposure.
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.
Deep Integration With
Pershing, Apex, Schwab, Fidelity, and 90+ additional custodians
Complete Financial Operation System
AWS Security & Privacy and Plaid Connectivity
Effortless control+−
Gain a comprehensive view of your financial landscape — banking, investments, lending, insurance, and more — all organized on one platform.
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.
Our team
Laurel D'Andrea
Wealth Planner
Christina Valenzuela
Office Manager & Administrative Assistant
Request invitation to join
Connect with us to start your financial planning journey.