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Joseph B

Series 63, Series 65

Mount Solon, VA

Farther

Joseph Byerly is a financial advisor with Farther in Mount Solon, VA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Cetera Advisors, LLC, Cetera Investment Advisors, LLC, and First Allied Securities, Inc. Outside of advising, he actively manages several farming and farmland entities. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach is based on Modern Portfolio Theory, utilizing bespoke or algorithmic model portfolios with automatic rebalancing and primarily allocating among ETFs, mutual funds, equities, and fixed income.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Robert H

Series 66

Mt. Solon, VA

Farther

Robert Hart IV is a financial advisor at Farther with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including Mossy Creek Wealth, Commonwealth Financial Network, and Cetera Advisors, LLC. Outside of advising, he is the owner of HartBeat, LLC, a private company currently with no active holdings. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based approach using bespoke or algorithmic model portfolios, focusing on ETFs, mutual funds, equities, and fixed income, while providing discretionary management and retirement plan consulting.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Coleman Z

Series 66

Mount Solon, VA

Farther

Coleman Zwanzig is a financial advisor at Farther with a Series 66 designation and one year of industry experience. His prior roles include positions at Mossy Creek Wealth and Byerly Wealth Management. Before entering the financial industry, he served six years in the United States Marine Corps. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings with firm representatives. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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