Bryan has over 17 years of experience in wealth management. He firmly believes that financial planning is the key to financial freedom and that your goals, not your finances, should dictate your life. Bryan prides himself on being a fiduciary to his clients who helps them navigate all of their financial choices. He relates his own personal experiences to that of his clients and does for them what he would do for himself. Having a young family and newly retired parents and family members enables him to empathize with his clients and truly understand their needs. Bryan lives in New York City with his wife, Erica, and their three children, Christian, Rosalie, and Luke. When Bryan has downtime (although limited with toddlers), he is active in his church and enjoys volunteering. An avid musician who plays the drums, Bryan also enjoys spending time outdoors going for a run or taking a family walk.
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.
General Information |
| Firm Start Year: | 2019 | |
| No. of Employees: | 50-99 | |
| Number of Years with Current Firm: | 3 |
| Work with the following types of clients: | Individual Investors |
| Advisory Services Provided: | Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Portfolio Management |
Services |
| Investment Types: | Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments, Insurance, Annuities, Stocks, Bonds, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Home, Our Office, Your Office, Video Conference |
Firm Information |
| Assets Managed by Firm: | 650000000 |
| Assets Managed by Advisor: | 20000000 |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Minimum Portfolio Size for New Managed Accounts: | $500,000 |
| Compensation Methods: | Based on Assets |
| Fee % Based on Assets: | 1 |
| Minimum Fee Charged for Managed Accounts: | 2000 |
| Minimum Fee Charged for Hourly Planning Accounts: | n/a |
Education |
| Bachelor of Science - Finance | St. John's University
09/05/2001-05/05/2005 |
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
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 5:30 PM |
| Tue. | 9:00 AM - 5:30 PM |
| Wed. | 9:00 AM - 5:30 PM |
| Thu. | 9:00 AM - 5:30 PM |
| Fri. | 9:00 AM - 4:30 PM |
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