%20(1).avif)
$15B
#1
30
Robert Davenport is a distinguished wealth advisor with nearly 30 years of experience helping Dallas business owners, entrepreneurs, and professionals navigate complex financial decisions.
Previously, he served as a Head of Office for Goldman Sachs Personal Financial Management, where he provided institutional-grade planning and investment strategies to high-net-worth clients.
With deep expertise in liquidity events, business valuations, and tax-efficient wealth transfer, Rob has dedicated his career to guiding clients through their most critical financial transitions.
He leads Farther’s Personal Wealth Management team, bringing together fiduciary solutions, disciplined implementation, and diligent monitoring to help Texas clients pursue their goals with clarity and peace of mind.
Goldman Sachs Alumni | 30+ Years of Experience | Fiduciary
Comprehensive wealth management requires a coordinated approach across many aspects of your financial life.
Cash Flow Planning
Optimizing income streams and liquidity is intended to support your lifestyle today while building for tomorrow.
Risk Management
Protecting your assets through strategic insurance analysis and diversification strategies.
Retirement Planning
Structuring sustainable withdrawal strategies designed to help your wealth last through generations.
Investment Planning
Sophisticated portfolio construction tailored to your specific risk tolerance and time horizon.
Tax Optimization
Proactive strategies, such as tax-loss harvesting, are designed to improve after-tax efficiency.
Estate Planning
Structuring your legacy to facilitate efficient wealth transfer to heirs and charitable causes.
Living and operating a business in Texas offers unique financial opportunities. Robert specializes in helping clients navigate Texas's 0% state income tax environment.
Robert combines 30+ years of high-net-worth experience with Farther's proprietary technology. As a former Head of Office for Goldman Sachs PFM, he brings sophisticated planning strategies and institutional-caliber insights to every client relationship.
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.
A fiduciary is legally obligated to act in your best interest at all times. Robert is a fee-only fiduciary, meaning he does not sell products or earn commissions. This structure ensures his recommendations are centered on your objectives.
Fee-only 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.
Farther advisors prioritize direct client engagement by leveraging the Intelligent Wealth Platform. Our technology automates administrative tasks, allowing your advisor to focus more on your strategy and long-term financial success.
Comprehensive wealth management in Dallas includes six coordinated disciplines: cash flow planning, risk management, retirement strategy, investment management, tax-aware planning, and estate coordination.
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.
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.
Texas's lack of state income tax creates significant opportunities for Roth conversions, capital gains harvesting, and retirement distributions. Robert helps you navigate these Texas-specific strategies to help maximize your after-tax potential.
We serve the following areas: Dallas, Highland Park, University Park, Preston Hollow, Uptown, Plano, Frisco, Southlake, and the broader DFW Metroplex.
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.
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.
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.
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.
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.
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.
.svg)
.avif)
