FamilyVest
@familyvest.com
Fee-only financial planning for families along 30A and the Emerald Coast. Special needs and retirement planning. CFA, CFP® fiduciary advisor in Destin, FL.
FamilyVest's Company Logos
FamilyVest's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#8C553D
Potters Clay
140, 85, 61
18, 39, 39
0, 39, 56, 45
#93B9E8
Cornflower
147, 185, 232
213, 65, 74
37, 20, 0, 9
#0F1C2F
Firefly
15, 28, 47
216, 52, 12
68, 40, 0, 82
About FamilyVest
FamilyVest is a fee-only fiduciary financial planning and investment advisory practice serving families in Destin, 30A, Santa Rosa Beach, Miramar Beach, Niceville, Pensacola, and nationwide. Now operating through Farther, the firm combines personal advice from founder and lead advisor Todd Sensing with institutional-grade technology and support. FamilyVest provides coordinated financial planning and investment management for families facing retirement transitions, special needs planning, business sales, military transitions, and other complex financial decisions.
Services include cash-flow and goal planning, scenario analysis, portfolio management, retirement income and Social Security strategies, tax planning coordinated with clients’ CPAs, and estate and risk management coordinated with attorneys. Investment services may include diversified portfolios, direct indexing, and tax-loss harvesting. Special needs planning addresses ABLE accounts, special needs trusts, Medicaid and SSI coordination, and lifetime care considerations. Business exit services include valuation, succession planning, and concentrated-position management. The firm also advises veterans on benefit optimization and transition planning.
Brand industry
Finance
Company type
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Year founded
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Company size
2-10 employees
