Disclosures and regulatory filings

Farther is a modern wealth management firm that supports independent advisors with advanced technology, multi-custodial access, and a robust operations team to help deliver more proactive, tax-intelligent advice while keeping your full financial life organized in one place.

Farther's Intelligent Wealth Platform enables us to supersede the traditional wealth management experience by empowering our advisors to be more efficient, effective, and focused entirely on building your wealth and provides the following:

• A modern client experience: A secure Intelligent Wealth Platform that brings your accounts, investments, documents, and progress toward your goals into a single, trusted view, so you always know where you stand and can stay connected with your advisor.
• Trusted and multi-custodial flexibility: Your investment accounts are held at leading well-known custodians that Farther works with, such as Charles Schwab, Apex, Fidelity, and Pershing, so your assets stay secure while we focus on advice and execution.
• Investing and planning infrastructure: Farther's Intelligent Wealth Platform combines powerful capabilities like automated tax-loss harvesting, advanced portfolio customization, and sophisticated asset location with dedicated teams who tailor to your specific goals and risk-reward preferences.
• Concierge support: A dedicated operations team handles much of the administrative and workflow complexity, helping your advisor spend more time in planning conversations and proactive outreach.

Farther's Intelligent Wealth Platform does the heavy administrative and operational lifting so that we can focus on you. This partnership liberates us to be a true strategist and coordinate your financial picture.