About

I’m a CERTIFIED FINANCIAL PLANNER® with 10+ years of experience helping:

👤 Individuals

👨‍👩‍👧‍👦 Families

💼 Executives

🌍 Mission-driven organizations

Turn wealth into strategy!

At Farther, I lead a team delivering actionable financial planning and institutional-quality investment management—from equity compensation strategies to tax and estate planning—all designed to BUILD & MANAGE multi-generational wealth.

I’ve guided tech and healthcare professionals, business owners, and senior leaders—most recently at a Fortune 50 firm—through complex financial decisions with clarity, transparency, and impact. 

These decision-makers held roles at Commonwealth Financial Network, LPL, S&P Global, Medtronic, and Brown University Health System to mention a few, which gives me a unique perspective on how healthcare, technology & finance professionals and founders view their wealth.

For Mission Driven organizations, our Institutional team supports impact foundations such as Ho’ōla Nā Pua to foster & create a better world for the beneficiaries of important social causes.

Outside of work, I enjoy staying active and traveling with my wife.

If you’re ready to align your wealth with your goals, let’s connect.

📞 (508) 978-9995
📧 Herbert.kyles@farther.com