Farther, a leading technology-driven wealth management firm, announced it has welcomed SignalPoint Asset Management to its platform. And with about $650 million in client assets under management, SignalPoint represents Farther’s most significant partnership to date, solidifying its reputation as a rapidly growing RIA.
SignalPoint was created as an independent RIA in 2008 with a deeply personal approach to wealth management. Based in Springfield, Missouri, with an additional office in Madison, Wisconsin, SignalPoint serves approximately 500 families across the Midwest, offering financial planning, portfolio management, and family planning services.
SignalPoint picked Farther for its innovative technology and comprehensive operational support. And Farther’s proprietary platform seamlessly integrates with major custodians, including Charles Schwab, Fidelity, BNY Mellon Pershing, and Apex Clearing: enabling advisors to streamline onboarding, efficiently manage investments, and scale their businesses. The advisors on Farther’s platform benefit from advanced tools, an investment desk, and administrative support for functions like marketing, compliance, and HR – all while retaining full ownership of their client books and paying a revenue split for access to these resources.
SignalPoint will operate as SignalPoint powered by Farther, maintaining its local presence while leveraging Farther’s resources to accelerate growth and enhance client offerings. And with access to Farther’s advanced technology and operational support, SignalPoint plans to expand its service offerings, strengthen relationships with existing clients, and position itself for strategic growth across the Midwest and beyond.
KEY QUOTES:
“We are thrilled to welcome such a respected team to the Farther family. At Farther, advisors have the flexibility of managing their business the way they know best with the resources of a platform built to help them scale and deepen client relationships. SignalPoint’s decision to join Farther highlights the strength of our platform and our shared vision for the future of wealth management.”
– Taylor Matthews, CEO and co-founder of Farther
”We have built our firm by delivering thoughtful, personalized financial strategies to our clients and their families. We chose Farther because their technology and operational infrastructure align with our vision for growth. This partnership allows us to scale efficiently while continuing to deliver the high-touch service our clients expect and deserve.”
– Jon Timson, Chief Executive of SignalPoint
