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Sam W
CFP®, Series 63, Series 66
Sandy Springs, GA
Farther
Sam Wilkerson IV is a CFP® professional with 21 years of industry experience. He is currently with Farther and has previously worked at Carson Wealth, CWM, LLC, Jon Baker Financial Group, and Woodbury Financial Services. 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 approach is based on Modern Portfolio Theory and uses a combination of bespoke and algorithmic model portfolios with automatic rebalancing.
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