Farther
Joshua Wilcoxson, CFP®, currently serves as Vice President and Wealth Advisor at Farther since June 2025. Prior to this role, Joshua accumulated extensive experience at Commonwealth Financial Network from January 2010 to June 2025 as a Financial Advisor. Additionally, Joshua worked at BNY Mellon from April 2007 to October 2009, holding positions as a Portfolio Administrator and Financial Advisor Assistant. Joshua earned a degree from the University of Colorado Boulder between 1996 and 2000.
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Farther
Farther is a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, personalized client experience. Backed by Bessemer Venture Partners, Context Ventures, Cota Capital, Khosla Ventures, MassMutual Ventures, 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.