Farther

The Farther Focus Team was created to meet a growing need: retirement planning tailored specifically to corporate employees and the benefits they’ve earned. Our mission is simple—deliver focused, specialized advice aligned with your employer’s retirement program, not generic financial guidance.

As part of Farther, a modern wealth management firm that blends cutting-edge technology with personalized advisory service, the Focus Team serves a distinct group. While Farther supports a wide range of high-net-worth clients, our team concentrates on the unique needs of corporate professionals, especially those within five years of retirement.

We’ve worked closely with employees at large companies like AT&T, where navigating retirement can feel complex. From pension elections and severance planning to retiree healthcare and 401(k) rollovers, we help you understand how your company’s policies impact your future. We’re fluent in the details, Modified Rule of 75 eligibility, interest rate effects on lump sums, and more, so we can guide you through each step with clarity.

Our difference is focus. We intentionally limit our scope to a select group of companies so we can stay aligned with their evolving benefits. That means more relevant advice, better planning, and fewer surprises when it matters most.

If you're approaching retirement and want a strategy built around your actual benefits, we’re here to help you make the most of what you’ve earned, with guidance that’s practical, personal, and focused on you.

Farther is the leading technology-centric wealth management firm, combining expert advisors with cutting-edge technology to deliver an efficient, comprehensive, and elite client experience. Founded in 2019 and backed by top-tier venture capital firms, Farther caters to high-net-worth professionals who need a more holistic approach to managing their money.