Forget what you knew about financial advisors. Our firm is truly different. We blend high-touch service with innovative technology to deliver a comprehensive, first-of-its-kind client experience.
For Business Owners:
Value Enhancement: We help you value and increase the value of your business.
Life Plan Calibration: We align your life plan with your business potential, providing a roadmap to achieve your goals. Your business might be your largest and most prosperous asset and shouldn't be ignored in your plan.
Flexible Exit Strategies: We offer flexible planning for how you exit your business.
For Individuals:
Asset Management: We assist in evaluating and managing your personal assets.
Return on Life (ROL): Through in-depth planning and sophisticated analytical tools, we plan to increase your ROL.
Comprehensive Solutions: We consider your financial and risk complexities, resolving them ourselves or leveraging our broad network of professionals.
For All:
We help you experience tomorrow's vision today and create a roadmap to get there.
On a personal note, because life is about more than money and money should be used to enjoy life, I work to model this in my own life. My success has helped me focus on the things in life that matter most: family, friends, faith, and service. My greatest 'pay' is experiencing my clients enjoy what they value most.
My wife Mary and I have enjoyed living in the Salt Lake Valley for nearly three decades. We have four children and two grandchildren, and stay busy participating in their activities and supporting their goals. I love to mountain bike, golf, ski, and fish.
About
Farther Finance, LLC
Farther is a first-of-its-kind wealth management platform that combines the benefits of modern technology with the expertise and human touch of traditional wealth management. Backed by Bessemer Venture Partners, Context Ventures, Cota Capital, and Moneta Venture Capital, Farther caters to high-net-worth professionals who are building generational wealth and need a more holistic approach to managing their money. While there are more financial products and tools available than ever, until Farther, no solution delivered both a beautiful, well-designed technology experience and a solution to handle the complex and multifaceted nature of significant wealth.
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Our Team
Brock Alvord
CFP®
Brock enjoys working with individuals and families to help them strategically utilize their financial resources to match their values, reach their goals, and pursue fulfilling lives. He prides himself on being a curator of great ideas and unique strategies to help those he works with achieve financial security. A CERTIFIED FINANCIAL PLANNER™, Brock received his undergraduate degree from Utah Valley University with a concentration in Personal Financial Planning and a minor in Business Management. He is an avid reader and podcast enthusiast who is obsessed with continuously learning and growing. Brock and his wife, Shelby, are based in Pleasant Grove, Utah, with their children, Briggs and Covey. Brock relishes time with family and friends, as well as fishing, hiking, and fantasy football.
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