Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Matthew D
CFA®
Traverse City, MI
Farther
Matthew Desmond is a CFA® charterholder with 13 years of industry experience. He is currently with Farther, where he has worked since 2026. Prior to that, he spent seven years at Dynamic Wealth Advisors dba Desmond Liggett Wealth Advisors and six years at Financial & Investment Management Group Ltd. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary models and algorithmic rebalancing, with a focus on ETFs, mutual funds, equities, and fixed income.
Zachary L
CFA®
Traverse City, MI
Farther
Zachary Liggett is a CFA® charterholder with 16 years of industry experience. He is currently an advisor at Farther and previously worked at Dynamic Wealth Advisors, Financial & Investment Management Group Ltd, and Goldeneye Asset Management, LLC. Outside of his advisory role, he is a member of a local investment club, Common Cents Capital LLC, in Traverse City, MI. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and employs proprietary model portfolios and algorithmic rebalancing, utilizing a range of asset classes including ETFs, mutual funds, individual equities, and fixed income.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters