West Des Moines, IA 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
6150 Village View Drive, Suite 101
West Des Moines IA 50266
Advisors at this office
3
Advisors at this office
James T
CFP®, CFA®
West Des Moines, IA
Farther
James Thompson is a CFP® and CFA® with 12 years of industry experience. He has been with Farther since 2025 and previously worked at Value Wealth Management for 18 years. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform complemented by in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios, algorithmic rebalancing, and a mix of exchange-traded funds, mutual funds, equities, and fixed income.
Philip K
CFP®
West Des Moines, IA
Farther
Philip Kreznor is a CFP® professional with one year of experience, currently serving as an advisor at Farther. He has been involved with Value Wealth Management, LLC since 2010. Outside of his advisory role, he is a tax return preparer at VWM Tax Advisors, PLC, and the principal owner of Ron Zerk Management Services, LLC. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client 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.
John H
CFA®
West Des Moines, IA
Farther
John Hawley is a CFA® charterholder with 12 years of industry experience. He is currently an advisor at Farther, where he has worked since 2025, following a 12-year tenure at Value Wealth Management, LLC. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach, utilizing proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, individual equities, and fixed income.
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