Winston Salem, NC 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
2160 Country Club Rd
Winston Salem NC 27012
Advisors at this office
3
Advisors at this office
Joseph P
Series 66
Winston-Salem, NC
Farther
Joseph Perkins Jr. is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Farther and previously worked at Private Client Services, LLC and Cannon Wealth Management Services, LLC. He is also a partner at Cannon & Company, LLP, a full-service accounting firm offering income tax and assurance services. Farther provides discretionary investment management and advisory services primarily to individuals, trusts, and estates through a digital platform and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and uses proprietary models, algorithmic rebalancing, and a range of asset classes supplemented by AI tools.
Matthew H
CFP®, ChFC®, Series 63, Series 66
Winston Salem, NC
Farther
Matthew Hearn is a financial advisor with Farther, holding CFP® and ChFC® designations and over 22 years of industry experience. He previously worked at LPL Financial and Private Client Services, LLC, among other firms. In addition to his advisory work, he is president of Method To My Money, Inc., which provides faith-based financial education and counseling. Farther offers discretionary investment management and related advisory services primarily to individual investors, trusts, and estates, combining Modern Portfolio Theory with proprietary model portfolios and algorithmic rebalancing. The firm employs a range of investment vehicles and supplements advisor judgment with AI tools under internal controls.
Raymond W
Series 63, Series 66
Winston Salem, NC
Farther
Raymond Wilcox Jr. is a financial advisor at Farther with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Private Client Services, Cannon Wealth Management Services, and Triad Wealth Management. He serves as president of the Stratford Rotary Club in Winston-Salem, NC. Farther provides discretionary investment management and advisory services mainly to individual investors, trusts, and estates, combining proprietary model portfolios and algorithmic rebalancing with AI-assisted tools. The firm focuses on ETFs, mutual funds, equities, and fixed income and excludes corporate clients from its typical client base.
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