WealthManagement.com's Davis Janowski spotlighted Farther’s most recent announcement of 32 new strategic hires – including top-tier advisors from Goldman Sachs and Universal Value Advisors. These teams collectively bring decades of experience in the wealth management space to our firm. Read the full article here: https://bit.ly/3LkNE2w. #gofarther #wealthmanagement #wealthtech #financialadvisor #teamfarther
About us
Farther is the leading technology-centric wealth management firm – combining expert advisors with cutting-edge technology to deliver an efficient, comprehensive, and elite client experience. Founded in 2019 and backed by top-tier venture capital firms, Farther caters to high-net-worth professionals who need a more holistic approach to managing their money. For details on our disclosures, please reference the document linked on our website footer (farther.com).
- Website
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https://farther.com
External link for Farther
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- New York, NY
- Type
- Privately Held
- Founded
- 2019
- Specialties
- Finance, Investments, Cash Management, Personal Finance, Wealth Management, and Financial Planning
Locations
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Primary
4 World Trade Center
New York, NY 10007, US
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San Francisco, CA 94107, US
Employees at Farther
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Lynn Baldwin
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Katherine Fibiger, CFP®, RICP®
Fee-Only Fiduciary and Financial Planner
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Jeffrey A. Hawkins
Senior Vice President, Wealth Advisor
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Mike Whitmore
Advisory Board President | Partnering with Executives in Building Advisory Boards | Comprehensive Wealth Management as a Senior VP & Wealth…
Updates
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The Supreme Court’s Connelly ruling last month ushers in a game-changing precedent for the ownership of life insurance-funded buy-sell agreements. For the Farther Outlook: Brent A. Thomas, Keith Woomer, JD, and Dr. Daniel R. Gilham, CFP® dive into how the ruling might impact clients and their businesses – and why careful consideration should be given to the structure of future buy-sell agreements, insurance policies, corporate structure, and company valuation. Read the full article here: https://bit.ly/4cTXynQ. #gofather #wealthmanagement #financialadvisor #wealthtech #teamfarther
SCOTUS Connelly Ruling a Game Changer for Buy-Sell Agreements | The Farther Outlook
farther.com
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Following Farther’s inclusion in Inc. Magazine's 2024 Best Workplaces list – setting the firm apart as one of only 50 financial services companies selected out of more than 500 honorees – InvestmentNews' Steve Randall reported on our company's 32 new hires: further demonstrating our commitment to being a wealth management firm made by advisors, for advisors. Read the full article here: https://bit.ly/3Wpy7F4. #gofarther #wealthmangement #wealthtech #financialadvisor #teamfarther
Farther AUM grows significantly as firm adds 32 advisors
https://www.investmentnews.com
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Farther Wealth Advisors, Erik Allison and Tyson Lokke, CFP®, are proud to sponsor and play in the 2024 PGA Barracuda Championship Official Pro-Am Tournament. Best of luck to all of the players competing at Old Greenwood Golf Course this week – especially Nate Lashley, a valued Farther partner. #CudaChamp #PGATOUR #gofarther #wealthmanagement #wealthtech #financialadvisor #teamfarther
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Farther Co-Founder & CEO Taylor Matthews and Managing Director Gary Corderman sat down with RIABiz.com's Lisa Shidler Hedger to discuss Farther’s rapid growth trajectory – highlighting the firm’s advisor- and client-centric technology and a company culture that values employee input. From Taylor Matthews: “It’s a pretty consistent trend where advisors are hearing our story. We’re no longer firmly in the startup category. We have credibility as a medium-sized RIA. The proof is in the pudding." Read the full article here: https://bit.ly/4bJo1TX. #gofarther #wealthmanagement #financialadvisor #wealthtech #teamfarther
Farther exhales then reveals that it has poached 10 advisors from Goldman Sachs since September, not without trepidation about poking the squid | RIABiz
riabiz.com
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Interested in learning how to maximize your portfolio? Read Farther’s latest market commentary by Head of Investment Strategy Min Zhang, CFA. Some of the insights from our mid-year outlook include: - Intelligence on risky assets and bonds - Details around heightened political uncertainty - Data from global economies - An overview of recommended portfolio adjustments View the full commentary here: https://bit.ly/3WlhPgz. #teamfarther #marketcommentary #wealthmanagement #gofarther #financialadvisor
Mid-Year Outlook: Global Economy Cooling; Diversification is Key | The Farther Outlook
farther.com
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Farther's Co-Founder & CEO, Taylor Matthews, joined RIA Intel's Georgina Tzanetos to discuss the evolving wealth management industry and how cutting-edge technology can help advisors automatically rebalance their clients’ portfolios, manage risk, and scale their business. “Advisors who join Farther go from spending 65% of their time on administrative activities to about 90% on client-facing work. This shift shows up in their growth rates; our advisors grow dramatically faster than the industry average. The proof is in the pudding.” Read the full interview here: https://bit.ly/3VUktZ7. #gofarther #wealthmanagement #wealthtech #financialadvisor #teamfarther
When RIAs Start Building Tech, Priorities Shift
riaintel.com
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We are delighted to announce Farther’s 32 new strategic hires – growing our wealth advisory team and bringing the firm’s AUM to over $3 billion. “We are excited to continue building the most advisor-centric firm in the industry and welcome this group of talented and experienced wealth advisors to Farther. These individuals all bring unique and deep expertise and perspectives to our talented roster, which allows us to deliver insightful financial advice and tailored investment opportunities to our clients across the country. We look forward to continuing to build and enhance our firm with world-class talent.” – Taylor Matthews, CEO & Co-Founder of Farther. To learn more, read the full press release here: https://bit.ly/3RYziIY. #gofarther #wealthmanagement #wealthtech #financialadvisor #teamfarther
Farther Announces New Hires for First Half of 2024, Further Strengthening the Wealth Management Firm’s Continued Growth | The Farther Outlook
farther.com
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Cash flow is king. Read Inc. Magazine's interview about Farther’s journey from a small start-up to one of the fastest growing venture-backed wealth management firms in the country. Our Co-Founders, Taylor Matthews and Bradley Genser, share lessons on cash flow management and the path to profitability. Learn more: https://bit.ly/3xzo5aI. #gofarther #wealthmanagement #wealthtech #financialadvisor #teamfarther
How a Fintech's Co-Founders Manage Early Cash Flow for Future Success
inc.com
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Exciting news: Farther has been named to Inc. Magazine's annual Best Workplaces list! We are thrilled to be selected as one of 543 honorees from thousands of applicants: recognizing our commitment to employee growth, company perks, and an overarching workplace culture that enables us to better serve our clients. “Each year, Inc.’s Best Workplaces program recognizes the very best in terms of companies that have fostered a truly amazing culture,” says Inc. editor-in-chief Mike Hofman. “We use hard metrics and data as well as qualitative measures for judging in order to find the very best – and we’re proud that the program is highly selective.” See the full list of honorees here: https://bit.ly/4b3NJ5j. #IncBestWorkplaces #gofarther #wealthmanagement #wealthtech #financialadvisor #teamfarther
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