Cole Fleming is a financial advisor at Farther with a Series 65 designation and two years of industry experience. Prior to joining Farther in 2024, he worked at the University of North Carolina at Charlotte and North Brunswick High School. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of a web and mobile platform along with in-person meetings. The firm’s investment approach uses Modern Portfolio Theory implemented through proprietary model portfolios and algorithmic rebalancing, primarily utilizing ETFs, mutual funds, equities, and fixed income.

Brian Fleming is a financial advisor at Farther with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Farther in 2024, he worked at Zermatt Wealth Partners, Hayden Royal, and RS Wealth Management. Fleming is also involved in an independent insurance agency that sells fixed insurance products. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, individual equities, and fixed income.