Farther

Farther Finance Advisors manages investment portfolios for individuals, trusts, and estates through both an online platform and direct meetings with representatives. Farther builds personalized portfolios using Modern Portfolio Theory, primarily investing in exchange-traded funds, mutual funds, individual stocks, and bonds. Clients can use automated model portfolios or receive bespoke investment allocations. Farther also offers retirement plan consulting and can recommend third-party professionals for tax and estate planning, though Farther does not prepare tax returns or legal documents. In addition to standard investments, Farther provides access to private investment funds and allows clients to incorporate environmental, social, and governance considerations into their portfolios if desired.