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Douglas L
CFP®, Series 63
Albuquerque, NM
Farther
Douglas Lindsey is a CFP® with 13 years of experience in the financial industry. He is currently an advisor at Farther and previously worked at The H Group, Inc. and MGM, LLC. Outside of his advisory work, he teaches classes on Social Security, Medicare, cybersecurity, and tax planning at the Osher Lifelong Learning Institute at the University of New Mexico. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.
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