# FamilyVest

- **Website:** <https://familyvest.com>
- **Primary alias:** `familyvest.com`
- **Employees:** 2+
- **Location:** Destin, Florida, United States

## Description

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.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [linkedin](https://linkedin.com/company/familyvest)
- [facebook](https://facebook.com/FamilyVest)
- [instagram](https://instagram.com/family_vest)
- [twitter](https://twitter.com/FamilyVest)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idvOsDcDJm/w/795/h/192/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1790430734779)
- icon _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idvOsDcDJm/w/1391/h/1391/theme/dark/icon.png?c=1bxid64Mup7aczewSAYMX&t=1790430735065)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Firefly | #0f1c2f | dark |
| Cornflower | #93b9e8 | light |
| Potters Clay | #8c553d | accent |

## Fonts

- var(--font-display) — asset _(custom)_
- var(--font-body) — asset _(custom)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idvOsDcDJm/w/1500/h/500/idON2zPxqI.jpeg?c=1bxid64Mup7aczewSAYMX&t=1766906489827)

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_Source: <https://brandfetch.com/familyvest.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._