Farther Welcomes Anchor Pointe Wealth Management, Managing $150 Million in Client Assets

NEW YORK – Farther, the tech-centric wealth company redefining wealth management through cutting-edge technology with expert advisors, today welcomes Anchor Pointe Wealth Management, a Missouri-based firm overseeing $150 million in client assets. This partnership underscores Farther’s commitment to empowering advisors nationwide with the tools and resources to accelerate client wealth through its proprietary platform.

Established in 2015, Anchor Pointe has built its reputation on transparency, personalization, and fiduciary excellence. The firm’s experienced team – including Derieck Hodges, Principal, Wealth Advisor; Sam Schwartz, Vice President, Wealth Advisor; Carrie Litzelfelner, Client Experience Manager; and Cherie Stembel, Advisor Assistant – now gains access to Farther’s wealth management platform, enabling them to enhance client service and scale their business with greater efficiency. 

“At Farther, our goal is to equip advisors with the tools they need to grow and deliver for clients, all while maintaining the independence they value,” said Taylor Matthews, CEO and co-founder of Farther. “We’re thrilled to welcome Anchor Pointe Wealth Management and provide their team with the technology and operational support to elevate their client experience and drive future growth.”

Why Anchor Pointe Chose Farther

Anchor Pointe has long prioritized a highly personalized, relationship-driven approach, ensuring clients receive individualized financial planning, free from hidden fees or one-size-fits-all strategies. The firm sought a forward-thinking partner to help enhance its capabilities, streamline operations, and elevate the client experience.

“As a firm, we were ready to invest in technology, resources, processes, and people to enhance our client experience,” said Derieck Hodges, Founder of Anchor Pointe. “Finding Farther felt like discovering the iPhone for the first time – it was clear that this was the future of wealth management. Farther is truly an innovator in the industry, and we’re excited to be a part of this journey, culture, and vision to redefine what’s possible for advisors and their clients.”

What’s Next for Anchor Pointe

With Farther’s technology freeing up valuable time from operational tasks, Anchor Pointe is focused on expanding its business and deepening client relationships. The team is dedicated to ensuring a seamless transition for clients while introducing them to the enhanced tools, resources, and opportunities now available through the partnership.

Advisors interested in learning more about how Farther can elevate their business can visit farther.com/for-advisors.

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About Farther

Farther is the nation’s leading technology-centric wealth management firm – empowering expert advisors with cutting-edge technology to deliver an efficient, comprehensive, and elite client experience. The fastest-growing RIA in the country, Farther manages over $5 billion in assets across 100+ wealth managers and 5,000 clients. For more information, visit farther.com.