Fort Wayne, IN Office
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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
6315 Mutual Dr, Suite F
Fort Wayne IN 46825
Advisors at this office
3
Advisors at this office
Dalton A
CFP®, Series 65
Fort Wayne, IN
Farther
Dalton Atchison is a CFP® with eight years of industry experience, currently serving as a financial advisor at Farther since 2026. Prior to this, he worked for nine years at Mountain Peak Wealth Advisors and has experience with tax preparation support through Presley Tax Services, LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates using a web and mobile platform alongside in-person meetings. The firm follows an investment approach based on Modern Portfolio Theory, implementing model portfolios and algorithmic rebalancing with a mix of ETFs, mutual funds, equities, and fixed income.
Jeffrey P
Series 63
Fort Wayne, IN
Farther
Jeffrey Presley is a financial advisor at Farther with 27 years of industry experience. He holds a Series 63 designation and has previously worked at Mountain Peak Wealth Advisors, LLC, Dickmeyer Boyce Financial Management, Inc, McDonald Capital Management, Inc., and Osaic FA, Inc. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary models, algorithmic rebalancing, and a range of assets including ETFs, mutual funds, equities, and fixed income.
Austin P
Series 65
Fort Wayne, IN
Farther
Austin Presley is a Series 65-licensed financial advisor with one year of industry experience, currently with Farther in Fort Wayne, IN. His prior roles include positions at Mountain Peak Wealth Advisors, Ford Meter Box, and Steel Dynamics, Inc. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm uses a Modern Portfolio Theory-based approach implemented via proprietary model portfolios and algorithmic rebalancing, employing a mix of ETFs, mutual funds, equities, and fixed income, supplemented by AI tools and advisor judgment.
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