Farther Welcomes the Duluth-Based Heartland Group, Bringing on $110 Million in Assets

NEW YORK – Farther, the leading technology-driven wealth management firm, has announced the addition of the Heartland Group, led by Barry Bigelow, Principal Wealth Advisor, and Jacob Barr, Vice President Wealth Advisor. Together, the team manages $110 million in assets. This expansion highlights Farther’s dedication to growing its national network of expert advisors.

Based in Duluth, Minnesota, Bigelow and Barr bring over 25 years of combined experience to Farther. The duo joins from Great Waters Financial, a holistic financial planning firm, where they built a reputation for delivering tailored financial strategies. Bigelow, a trusted advisor and familiar face on the Money Matters news segment aired in Northwestern Wisconsin and Northeastern Minnesota, specializes in custom financial advice and tax-optimized wealth plans. Barr focuses on expertly managing wealth and guiding clients through the complexities of retirement planning with confidence and clarity.

“We are excited to welcome Barry Bigelow and Jacob Barr to the Farther family. Our innovative technology platform empowers advisors to scale their practices, while delivering unparalleled value to their clients,” said Taylor Matthews, CEO and co-founder of Farther. “The addition of the Heartland Group reinforces our commitment to expanding Farther’s network of expert advisors and strengthens our presence in Minnesota.”

Why the Heartland Group Chose Farther

The Heartland Group was drawn to Farther for its robust, proprietary technology that is designed to support advisors by handling operational tasks, enabling them to concentrate fully on their clients and develop meaningful relationships with current and prospective clients.

“Farther’s impressive technology stack and seamless service structure instantly attracted us to the firm, helping to simplify client management and elevate the advisory experience,” said Heartland Group’s Barry Bigelow, Principal Wealth Advisor, and Jacob Barr, Vice President Wealth Advisor. “It was important that we found a firm that aligned with our goals at the Heartland Group – and with Farther’s commitment to excellence and collaboration, we knew that this firm was the best home for us to build and scale our books.” 

What’s Next for the Heartland Group

Farther’s innovative technology platform and extensive options are now available to the Heartland Group’s clients, enhancing client experiences by creating a seamless connection between strategy and execution. By creating financial plans built around what matters most to clients, the Heartland Group translates their values and priorities into actionable strategies to enable clients to live fulfilling lives that align with their financial situation. Utilizing Farther’s technology and streamlined wealth management process, the Heartland Group now dedicates up to 90% of their time on developing client relationships and serving their financial needs. 

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.