Farther announced that Casey Bear has joined the firm as a Principal Wealth Advisor. Overseeing more than $225 million in client assets, Bear has built a highly specialized practice serving approximately 40 high-net-worth families.
Prior to joining Farther, Bear spent 13 years as CEO of Cranbrook Wealth Management, where he developed a highly personalized advisory model for individuals and families with complex financial lives, working closely with estate attorneys, CPAs, investment bankers, and other trusted professionals. Before entering wealth management, Bear played collegiate soccer and practiced law at a large firm, experiences that shaped his disciplined, performance-oriented approach to client service.
As part of Farther, Bear’s clients will now gain access to the firm’s all-in-one financial ecosystem, allowing them to view their complete wealth picture through a single, unified platform. After more than a decade managing a billion-dollar RIA and experiencing the pain points of traditional wealth management, Bear sought a technology solution that aligned with his personalized service model while also reducing friction and inefficiencies, which led him to Farther, where advisors are empowered to spend as much as 90% of their time on client wealth strategy rather than back-office administrative work. By intentionally cultivating a focused book of business, Bear is able to provide a deeper level of engagement with every client, drawing on Farther’s suite of tools, including tax loss harvesting, automatic rebalancers, sophisticated asset location, and personalized portfolio exclusions.
KEY QUOTES:
“Running a legacy RIA for years as CEO taught me exactly where traditional wealth management breaks down – and what it would take to fix it. I needed a platform that not only helped to alleviate administrative burdens but also empowered me to best serve my clients’ complex wealth needs. Farther is the first firm I’ve found that delivers this level of operational empowerment while still matching the high-touch service my clients deserve.”
Casey Bear, Principal Wealth Advisor at Farther
“Casey’s approach to the client experience directly aligns with the Farther operating model, where high-touch service meets investment sophistication, and technology allows him to deliver a tailored experience at scale. Our promise to advisors like Casey has always been to provide the tools to spend more time with clients and less time working around their technology. Farther’s Intelligent Wealth Platform allows us to deliver on this promise.”
Megan Bailey, VP, Head of Growth at Farther
