Our Story
Farley and Associates draws its strength from a rich family legacy that began in 1963, rooted in the insurance and financial services industry. For generations, the Farley family has been dedicated to providing trusted solutions and personalized support to meet the unique needs of individuals and businesses across Texas. This enduring commitment laid the foundation for Farley and Associates, established to carry forward the family’s values of expertise, reliability, and integrity.
As the industry evolved, Farley and Associates adapted to meet the challenges of a changing world. The second generation of leadership infused the company with fresh perspectives, combining time-honored principles with forward-thinking strategies. By integrating data analytics, automation, and advanced technology, the company delivers solutions that are both innovative and effective while maintaining its dedication to client-first service.
Today, Farley and Associates honors its family heritage by continuing to prioritize integrity, expertise, and personalized care, forging a path toward the future while staying true to its roots.
Our Team
Joseph Farley
Partner
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Business development & M&A expertise
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Organic growth & high-value opportunities
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Strategic partnerships
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Complex transaction management
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Long-term growth & adaptability focus
Sherry Shi
Partner
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Tech and data analytics expertise
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Leader in risk management innovation
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AI, automation & disruptive tech focus
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Redefines insurance & financial services
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Data-driven, client-centric solutions
Our Approach
At Farley and Associates, our approach is rooted in understanding, innovation, and execution. We begin by deeply understanding your unique challenges and goals, conducting comprehensive assessments to uncover risks and opportunities. Leveraging our expertise in data analytics and advanced technology, we design customized strategies that address immediate needs while building long-term resilience. From tailored insurance solutions to financial planning and risk management, we deliver results with precision and care. Our commitment to collaboration and continuous improvement ensures that we not only meet your expectations but help you achieve lasting success.