With over a decade of experience as an advisor, Daniel offers financial evaluation and planning that enables individuals to achieve and maintain their income, asset, and retirement objectives. His primary focus is to build meaningful client relationships and offer a holistic approach to retirement planning and wealth management
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 | |
| Number of Years with Current Firm: | 1 |
| Work with the following types of clients: | Individual Investors, Businesses |
| Advisory Services Provided: | Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Retirement Planning |
Services |
| Investment Types: | Mutual Funds, Alternative Investments, Insurance, Annuities, Stocks, Bonds |
| Can meet clients in the following ways: | Your Home, Phone, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Variable Life, Disability, Health, Life, Variable Annuity, Long Term Care |
Firm Information |
| Assets Managed by Advisor: | 40,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Compensation Methods: | Based on Assets |
| Minimum Fee Charged for Managed Accounts: | 1.00% |
Education |
| BA - Business Management | Lakeland University
09/05/2004-05/7/2008 |
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. |
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 - 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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