Farther Finance - Mario Battistini, CFP®, CFA®, Financial Planner & Client Manager

Financial planning in Lower Manhattan can feel like navigating a maze of options. Farther Finance offers a different approach—one that blends institutional discipline with personal attention. Mario Battistini, a CFP® and CFA®, leads the practice from 300 Vesey St on the 9th floor, where the focus stays on long-term strategy rather than short-term noise.

What sets this advisory apart isn’t just the credentials, but the way they’re applied. Clients receive guidance on everything from tax-efficient investing to retirement income planning, all without the pressure of product sales. The Financial District’s fast pace doesn’t have to dictate personal finance decisions, and this team works to keep things clear and grounded. Those interested can reach out at 646-681-1444 to discuss how the service might align with their goals.

Directions to the office are straightforward via the map, with the building just steps from the World Trade Center transit hub. The area’s mix of historic and modern influences mirrors the balance many seek in their financial plans—steady foundations with room to adapt.