wealth management<\/a> altogether, he competed in collegiate soccer and worked as a lawyer at a large firm, backgrounds he credits with instilling the disciplined, results-focused style he now brings to client relationships.<\/p>\nJoining Farther with AUM of $225 million gives Bear’s client base entry to the firm’s integrated financial platform, letting them track their entire financial picture in one place. Farther says this setup is designed to improve transparency, ease coordination between advisors and clients, and create a smoother overall experience suited to each client’s specific circumstances and objectives.<\/p>\n
“Running a legacy RIA for years as CEO taught me exactly where traditional wealth management breaks down \u2013 and what it would take to fix it,” said Bear. “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.”<\/p>\n
Because he has deliberately kept his client roster focused rather than expansive, Bear says he is able to give each relationship more attention. Farther’s platform, which includes tax loss harvesting, automatic portfolio rebalancing, sophisticated asset location strategies and personalized investment exclusions, is intended to add a further layer of customization aimed at improving client outcomes.<\/p>\n
“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,” said Bailey, VP, Head of Growth at Farther. “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.”<\/p>\n","protected":false},"excerpt":{"rendered":"Casey Bear brings $225M in client assets and 13 years as an RIA CEO to the platform. Farther…\n","protected":false},"author":3,"featured_media":940933,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[15],"tags":[64,378909,378910,271086,255,67,132,68],"class_list":["post-940932","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-casey-bear","tag-cranbrook-wealth-management","tag-farther","tag-personal-finance","tag-united-states","tag-unitedstates","tag-us"],"share_on_mastodon":{"url":"","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/940932","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/comments?post=940932"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/940932\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media\/940933"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media?parent=940932"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/categories?post=940932"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/tags?post=940932"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}