Advisor at Farther
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Andrea Stackland Winterer is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Farther since 2025. She previously worked for Commonwealth Financial Network for 16 years. Outside of her advisory role, she owns E3 Financial Planning, LLC, which includes securities, financial planning, and insurance services, and she is also an independent insurance agent. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings, offering discretionary investment management and retirement plan consulting. The firm’s investment approach is based on Modern Portfolio Theory, utilizing bespoke and algorithmic model portfolios with automatic rebalancing and a focus on ETFs, mutual funds, equities, and fixed income.
Based on Farther
Based on Farther
Flat annual fee basis (negotiable)
Negotiable up to 2.00% annually
Negotiable up to $1,000 per hour
220 Colorado Ave, Unit 218
Telluride, CO 81435
Colorado · Texas
Farther
2025 - Present (1 year)
Commonwealth Financial Network
2009 - 2025 (16 years)
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