Your future
begins today
Our vision:
Expert advisors and comprehensive guidance, powered by our dynamic platform
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Unwavering transparency
Our transparent approach and team of fiduciary advisors ensures that your goals are the centerpiece of our strategy, with no hidden agendas or conflicts of interest.
Holistic wealth planning
Experience comprehensive services that extend beyond traditional wealth management. Our seasoned advisors cater to every aspect of your financial life – whether it’s preparing for retirement, managing equity, or navigating the complexities of estate planning.
Your financial present and future, all in one place
Our proactive technology integrates every facet of your financial world: investments, properties, insurance, and more. Connect your financial life with trusted CPAs and attorneys, all within a single platform where everything just works.
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A team of trusted advisors: Committed to excellence and integrity
Conflict-free advice
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Seasoned expertise
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Fiduciary standard
Vetted professionals
Collaborative approach
Comprehensive care for your wealth: Today, tomorrow, and beyond
Our holistic wealth planning and management services are designed to expertly guide you through every financial transition.
1
Financial Planning
Foundation: We establish a robust financial plan as the cornerstone of your financial journey.
Understanding: Gain deep insights into your current financial landscape and future aspirations.
Roadmap: We craft a personalized path with milestones tailored to your unique life goals.
Guidance: Your financial plan continuously informs and aligns with your investment strategy.
2
Investment strategy
Preservation: We employ investment vehicles designed to protect and enhance your wealth.
Tailored approach: We develop investment strategies customized to your individual needs.
Portfolio personalization: We construct portfolios that reflect your risk tolerance and time horizon.
Tax efficiency: We focus on minimizing taxes to maximize your investment growth potential.
3
Wealth management
Central hub: Our platform is the at the core of your financial universe.
Integration: Connect the dots between accounts, wealth advisors, and family members.
Adaptability: We seamlessly adapt your financial strategy to account for life's changes.
Comprehensive care: We cover every facet – from investments and lending, to insurance and estate planning.
We cover every base
Our comprehensive planning encompasses your entire financial picture, with no detail left untouched.
We capture the full breadth of your financial aspirations – for today's needs and tomorrow's dreams.
Goal Alignment
Tax Strategies
Asset Allocation
Equity Compensation
Retirement Planning
Philanthropy
Estate Planning
Real Estate Strategies
Tuition Planning
Life Insurance
A sophisticated, all-in-one financial ecosystem: Your complete wealth picture in a single location
While your advisor is the strategic guide – orchestrating your financial plan with precision and personal attention – it is our sophisticated technology that brings this vision to life. We provide a dynamic and intuitive interface for every aspect of your financial life.
all OF your wealth in one place
EFFORTLESS CONTROL
Streamlined collaboration
Centralized document hub
Cash MANAGEMENT
Save time and hassle
Investments that put your financial plan to work
With your plan in hand, we turn to our tools. We construct custom portfolios that meet your goals, while preserving and growing your wealth.
Dynamically adjusted asset allocation
Ongoing active tax management
Tailored portfolios
Daily rebalancing
Alternative investments
Constant reevaluation
Navigating your financial journey
Discovery Meeting
We engage in an initial conversation to understand your current financial situation and long-term aspirations.
Outcome: A foundation for personalized financial guidance.
Goals assessment & data collection
We collect detailed financial information and define your short-term and long-term goals.
Outcome: A comprehensive profile of your financial life.
Strategy formulation
Your advisor analyzes every document and presents multiple financial scenarios and strategies.
Outcome: Tailored options for your consideration.
Plan presentation & implementation
Your advisor delivers a custom financial plan and investment strategy that aligns with your goals.
Outcome: A clear, actionable plan.
Regular monitoring & updates
We meet regularly to ensure that your plan is on track and to make any necessary adjustments.
Outcome: A financial strategy that remains dynamic and responsive.
Annual comprehensive review
Together, we perform an in-depth annual review to assess and recalibrate – based on life events, market shifts, and performance optimization.
Outcome: Long-term alignment with evolving goals and circumstances.
Why clients love Farther
- After a lackluster experience elsewhere, I switched to Farther. The personalized analysis and custom plan they created for me was a game-changer, leading me to transfer all $3.5M of my family's accounts to Farther.MarkCRO of Multiple Startups
- After my startup saw significant growth, I required expert financial planning for a $40m liquidity event and wealth transfer to our children. With Farther's guidance, we utilized a GRAT, a CRUT strategy, and a donor-advised fund for charitable contributions – efficiently managing our assets and philanthropic goals.Rick and JeanFounder, Startup & Parent, Home
- I was recommended to Farther by a Harvard MBA who had a positive experience. The team provided the professional investment management and structured savings strategy I needed – amidst my demanding schedule and complex financial scenarios – ensuring my peace of mind.
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MelissaLawyer, Social Media Company - Farther helped me save $200k in my first year as a client. Their approach to wealth management is proactive, personalized, and incredibly effective. I couldn't be happier with the results.DivyaVP of Product, Series D HealthTech Company
We match you with an expert advisor whose specialty aligns with your goals
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James Bauman
Vice President, Wealth Advisor
Jim Funk
Vice President, Wealth Advisor
James Ulrick
Vice President, Wealth Advisor
Jason Taylor
Vice President, Wealth Advisor
Jonathon Mason
Vice President, Wealth Advisor
John Paolini
Vice President, Wealth Advisor