Farther is a first-of-its-kind wealth management platform that combines the benefits of modern technology with the expertise and human touch of traditional wealth management. Backed by Bessemer Venture Partners, Context Ventures, Cota Capital, and Moneta Venture Capital, Farther caters to high-net-worth professionals who are building generational wealth and need a more holistic approach to managing their money. While there are more financial products and tools available than ever, until Farther, no solution delivered both a beautiful, well-designed technology experience and a solution to handle the complex and multifaceted nature of significant wealth.
Parker O'Sullivan
VP - Wealth Advisor, CRPS
Parker is a Chartered Retirement Plans Specialist who specializes in designing custom retirement plans for small business owners, doctors, and dentists. He enjoys providing objective, holistic comprehensive financial planning, investment, and retirement plan solutions that enable his clients to achieve their long-term financial goals. Parker was most recently a wealth advisor at independent RIAs and previously worked for Nuveen and Kayne Anderson in Los Angeles and Cambridge Associates in Boston. He graduated from the University of California Santa Barbara. A former ski instructor for Vail Resorts, Parker has a passion for skiing and loves spending time in the mountains. He lives in Moraga, CA, with his fiancee. Parker's favorite quote is from Winston Churchill - "To improve is to change; to be perfect is to change often."
Roy Satterthwaite
SVP - Client Management
Roy has an MBA from the Columbia University Graduate School of Business. In addition, Roy also earned a Certificate of Finance Planning from the University of California Berkeley and is a registered FINRA advisor. Roy started his career working for his father who was one of the nation's first Certified Financial Planners. He went on to have a successful career in finance, research, and technology industries, including holding several senior operating officer roles at both public and private companies. Roy is an avid skier and a lifetime but significantly above-par golfer. He has been married for over thirty years and has three children. With over 35 years of investing experience, Roy is now here at Farther to provide game-changing financial planning and investment advice to our clients. Roy's favorite quote is from heavyweight boxer, Mike Tyson - "Everybody has a plan until they are punched in the face."
General Information |
| Firm Start Year: | 2019 | |
| Work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning |
Services |
| Investment Types: | Alternative Investments, Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Stocks, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Home, Our Office, Email, Your Office, Phone, Video Conference |
Compensation and Fees |
| Minimum Portfolio Size for New Managed Accounts: | $500,000 |
| Compensation Methods: | Based on Assets |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Disclaimer |
| Advisory services provided by Farther Finance Advisors LLC, an SEC-registered investment advisor. The material presented in this advertisement is for informational purposes only and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy or investment product. Investing in securities involves risks, including the potential loss of money, and past performance does not guarantee future results. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. For more details, see our disclosures in Form ADV Part 2 and Form CRS. |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
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