Phoenix, AZ Office

Team
Updated today

Client AUM

$14,187,210,557

Clients

14,593

Advisors

2

Of 316 advisors across 208 offices

Location

Phoenix AZ

Advisors at this office

2

Advisors at this office

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David E

Series 65, Series 66

Phoenix, AZ

Farther

David Eldridge is a financial advisor at Farther with 10 years of industry experience. He holds the Series 65 and Series 66 designations and has previously worked with Financial Engines Advisors, LLC, Kingdom Financial Group, LLC, and Golden State Equity Partners, LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm uses a Modern Portfolio Theory-based approach with proprietary models and algorithmic rebalancing, employing a range of investment vehicles including 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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Timothy B

Series 66

Phoenix, AZ

Farther

Timothy Bohnett is a financial advisor at Farther with 15 years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab & Co., Inc. for 14 years before joining Farther in 2025. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including 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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