Farther Welcomes WMBC, Managing $120 Million in Client Assets

NEW YORK – Farther, the leading technology-driven wealth management firm, today announced its partnership with WMBC, a California-based team managing over $120 million in client assets. This strategic addition reinforces Farther’s position as a premier destination for top-tier advisors seeking unparalleled support and cutting-edge technology to elevate their practices.

Founded in 2003, WMBC specializes in delivering customized financial plans tailored to the unique needs of their clients. The team’s expertise spans investment management, estate planning, taxation, retirement, life insurance, and more. Joining Farther from WMBC are Founder & Wealth Advisor Scott Coles, CHFC, CLU, President & Wealth Advisor David Coles, and Financial Paraplanner Shirly Chyan, FPQP. With decades of combined experience, the WMBC team now leverages Farther’s proprietary platform and support to streamline operations, reduce back-office demands, and dedicate more time to exceptional client service.  

“For over two decades, the WMBC team has embodied the values that Farther is built on: delivering thoughtful, results-driven financial advice that makes a meaningful difference for clients and their families,” said Taylor Matthews, CEO and co-founder of Farther. “By joining the Farther team, they gain access to the tools, support, and flexibility to thrive while continuing to deliver exceptional value to their clients.”

Why WMBC Chose Farther

WMBC was instantly drawn to Farther for their aligned values and its technology, providing support on the backend so advisors have more time to spend with their clients and understand their needs. Farther’s marketing support also opens up new avenues and opportunities for WMBC to recruit potential advisors and onboard new clients, allowing them to grow their business exponentially.

“From our first meeting, we recognized that our core values and beliefs aligned with Farther’s: ‘putting humans first’ and ‘ground in research and data,’” said Scott and David Coles, Wealth Advisors at WMBC. “We are excited for the opportunities Farther has made possible to help us enhance our work and deliver deeper value to our clients.”

Farther’s technology empowers the WMBC team to serve more clients through their Human Wealth™ method, developed in collaboration with sociologists and psychologists around the world to ensure financial advice puts clients’ well-being, feelings, and emotions above everything. WMBC’s science-backed approach incorporates wellness into holistic financial planning, going beyond just numbers and taking into account all the human aspects of money.

What’s Next for WMBC

WMBC advisors and clients now have access to Farther’s innovative technology platform. With the additional freed-up time for advisors thanks to Farther’s technology, the WMBC team looks forward to spending more time helping their clients achieve their financial potential and identifying prospective advisors who align with WMBC’s unique human-centered approach to wealth management.

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.