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This list features some of the most common obstacles our clients ask us to assist them with. For tailored advice, please reach out to us.
How can I ensure income stability and maintain sufficient funds for short-term needs during retirement?
What strategies should I use to efficiently invest inherited wealth and plan for wealth transfer to the next generation?
How should I invest the proceeds from a business sale and diversify concentrated stock positions?
What are the best practices for achieving long-term growth while preserving wealth and minimizing tax liabilities?
How can I effectively rebuild and manage my finances after a divorce?
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One-on-one consultations to discuss your goals and set a solid foundation for your wealth strategy.
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We conduct a detailed review of your portfolio to identify gaps and strengths.
We tailor your investment policies to reflect your unique needs.
We provide ongoing portfolio management to ensure it aligns with your goals.
We perform regular reviews and update you on your financial progress.
One-on-one consultations to discuss your goals and set a solid foundation for your wealth strategy.
We conduct a detailed review of your portfolio to identify gaps and strengths.
We provide ongoing portfolio management to ensure it aligns with your goals.
We tailor your investment policies to reflect your unique needs.
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TRANSPARENT PRICING
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Customized Financial Plan
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Fiduciary Financial Advisor
Charge Hidden Fees
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Our approach focuses on delivering maximum value to our clients through personalized solutions that align with their aspirations, unique circumstances, and financial goals.
We construct diversified portfolios to weather various market conditions.
We manage your strategic investments with a focus on tax efficiency.
We conduct rigorous screening to ensure optimal investment choices.
We invest with a long-term outlook to maximize growth.
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This list features some of the most common obstacles our clients ask us to assist them with. For tailored advice, please reach out to us.
How can I ensure income stability and maintain sufficient funds for short-term needs during retirement?
What strategies should I use to efficiently invest inherited wealth and plan for wealth transfer to the next generation?
How should I invest the proceeds from a business sale and diversify concentrated stock positions?
What are the best practices for achieving long-term growth while preserving wealth and minimizing tax liabilities?
How can I effectively rebuild and manage my finances after a divorce?
David is a CERTIFIED FINANCIAL PLANNER® and a member of the Financial Planning Team at Farther. He specializes in retirement planning and assisting second generations plan for the wealth transition.
David graduated with a BA in Computer and Electrical Engineering from Texas A&M University and also holds his Series 7 and 66 licenses. He currently lives in Fort Worth, Texas with his wife and two sons.
Jeff is a Client Experience Manager at Farther, bringing a unique set of skills such as attention-to-detail, communication, and client services. He has been in the financial services industry for six years, previously working as a broker and client service associate at Charles Schwab and a client service manager at Goldman Sachs.
Jeff obtained a BS from North Carolina A&T State University, as well as an MBA from Southern Methodist University in Dallas, Texas.
Marissa enjoys fostering meaningful relationships with clients and colleagues – ensuring clear communication and delivering tailored solutions to meet individual needs.
Marissa brings a strong foundation in the financial industry to her role as a client experience professional. Prior to joining Farther, she spent 3 years at Charles Schwab. Marissa holds a BA in Finance, as well as Series 7 and 63 certifications.
Marissa is based in Texas with her fiancé Jason and their chihuahua. In her free time, she enjoys cooking, attending concerts, and spending time with her family.
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Our proprietary platform includes everything you need to easily, confidently manage your wealth — and nothing you don’t.
Simply fill out this commitment-free form to begin. We look forward to getting to know you.
