Englewood, CO B Inverness Court East Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Farther
Enterprise
Firm-wide stats for Farther
About
Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile Platform and in-person meetings. The firm also offers retirement plan consulting, limited financial planning and recommendations on private investment funds (including affiliated funds) while excluding corporate or business clients from its typical client base.
Farther’s investment approach is grounded in Modern Portfolio Theory and implemented through proprietary model portfolios or bespoke allocations, with algorithmic rebalancing designed to keep holdings within target ranges (generally rebalancing when allocations drift about 5%). The firm primarily uses exchange-traded funds, mutual funds, individual equities and fixed income, may allocate to independent managers, treats cash as an asset class, and supplements advisor judgment with AI tools subject to internal review and controls.
Noteworthy for an enterprise firm, Farther discloses receipt of practice‑management publications and other support services from custodians and sponsors advisor events supported by third‑party sponsorships, and it participates in referral arrangements (including paid promoters such as Zoe Advisor Network). The firm also discloses several potential conflicts of interest that may distinguish it from peers: affiliation with private funds and an insurance agency that can generate commission or fund‑related compensation, explicit limits on discretionary cryptocurrency purchases, and use of account aggregation and third‑party service relationships.
Based on Farther
Expertise
Based on Farther
Location
4 B Inverness Court East, Suite 250
Englewood CO 80112
Advisors at this office
3
Advisors at this office
Leonard S
CFP®, ChFC®, Series 63, Series 66
Englewood, CO
Farther
Leonard Sanford is a financial advisor at Farther with 24 years of industry experience. He holds the CFP® and ChFC® designations, as well as Series 63 and Series 66 licenses. Sanford is also the managing member of HPCA Services Group LLC and conducts business as Harmony Private Client Advisers. He holds an insurance license and spends a small portion of his time providing limited insurance products. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm’s investment approach is based on Modern Portfolio Theory and uses bespoke allocations or proprietary algorithmic model portfolios with automatic rebalancing.
Sherri G
Series 63, Series 65
Englewood, CO
Farther
Sherri Gilligan is a financial advisor at Farther with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Harmony Private Client Advisers and Denver PWM, LLC since 2015. She also serves as an assistant compliance officer on a limited consulting basis and holds an insurance license to sell limited insurance products. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations. The firm’s investment approach is based on Modern Portfolio Theory, using bespoke and algorithmic model portfolios with automatic rebalancing and a focus on ETFs, mutual funds, equities, and fixed income.
Roger P
Series 63, Series 66
Englewood, CO
Farther
Roger Pierce is a financial advisor at Farther with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at HPCA Services Group LLC, Dwpm LLC, and First Financial Equity Corporation. Pierce also operates under the name Harmony Private Client Advisers. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing on 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")