Farther is a new kind of financial institution, combining expert advisors and cutting-edge technology to deliver a comprehensive, personalized client experience. Farther caters to high-net-worth professionals who are building generational wealth and need a more holistic approach to managing their money.
Brian Fleming
ChFC, CLU, AIF
Starting my career in 1995, I bring significant experience in wealth management and financial services to Farther. Driven by a shared mission of client-focused service, I joined Farther in 2024 to expertly guide clients toward their financial goals - demonstrating this commitment through my past experiences, co-founding RS Wealth Management in 2011 and financial advising for 15 years prior.
My life has been deeply shaped through my experiences in marriage and fatherhood, standing by my youngest son's side through his battle with Ewing Sarcoma, a rare childhood bone cancer.
The greatest everyday blessing in my life is remaining the father of a cancer survivor!
Cole Fleming
Series 65
Having started his journey as a wealth advisor with Farther, Cole Fleming strives to use his expertise in wealth management, accounting, and economics to positively impact his clients financial health and their lives.
Cole began his time at Farther with a team tailored to help AT&T and Verizon associates navigate their retirement benefits, helping them financially plan for the future and plan for a comfortable life post-retirement.
Cole is a graduate of the University of North Carolina at Charlotte with a Bachelor's degree in Finance with a concentration in accounting and a minor in economics.
General Information |
| Firm Start Year: | 2019 | |
| No. of Employees: | 500-999 | |
| Name of Broker/Dealer: | Farther |
| Name of Custodial Firm: | Fidelity, Schwab, Pershing, Apex, Goldman Sachs |
| Advisory Services Provided: | 401K Rollovers, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Retirement Planning |
Firm Information |
| Assets Managed by Firm: | Over $4 Billion |
Compensation and Fees |
| Minimum Portfolio Size for New Managed Accounts: | $100,000 |
Financial Services |
| Portfolio Management
Todays typical buy-and-hold investing model can lead to significant losses that may take an extended period to recover from. In contrast, a market condition-based approach emphasizes capitalizing on favorable market conditions while actively mitigating risks during unfavorable ones. This strategy enhances the probability of success by thoroughly analyzing market trends, investor sentiment, and geopolitical events. |
| Estate Planning & Trusts
The unfortunate truth is 70% of inheritances are gone by the second generation. We concentrate on establishing a family enterprise that enhances investment opportunities for heirs, rather than lump sum distributions at death. The family enterprise ensures that your wealth benefits heirs not only through the second generation but also future heirs for years to come. |
| Tax Advice and Services
We take a proactive approach to tax planning by conducting a comprehensive tax analysis designed to identify and review effective tax minimization strategies. These strategies are tailored to your specific financial circumstances and are implemented in conjunction with your tax advisor to optimize your overall financial return. |
| Financial Advice & Consulting
Do you measure your success? We believe in measurable results. We implement specific formulas so you can have an objective view of your financial progress year over year. These metrics, including your annual savings rate and withdrawal rate, debt levels and payoff timelines, net worth movement, and investment returns, empower you to compare your short-term activities to your long-term results. |
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. ADV Part 2 - https://uploadsssl.webflow.com/5df93fe3d35f7507f5583a71/614e39604cb202cd76bdf8bf_Form%20ADV%20Part%202.pdf CRS - https://uploads-ssl.webflow.com/5df93fe3d35f7507f5583a71/60af21a61ccefe9c98469fd5_Farther%20-%20CRS%20(3.30.21)%20-%204849-0065-5332.pdf |
Registered Investment Advisor:
Yes
Registered 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. | 10:00 AM - 4:00 PM |
| Tue. | 10:00 AM - 4:00 PM |
| Wed. | 10:00 AM - 6:00 PM |
| Thu. | 10:00 AM - 4:00 PM |
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