NAPFA Registered Certified Financial Planner, CFP®, and Chartered Financial Analyst, CFA

FamilyVest is a Registered Investment Advisor (RIA) firm providing financial planning and investment management to young families, mature families, and families with special needs. We are a fiduciary financial advisor; we do not accept commissions so you can rest assured that our recommendations are made to help you and only you.

Whether your goals are saving for your child’s college education, accumulating capital for your first home purchase, or planning for retirement, FamilyVest’s transformative approach will make the difference. Based in Santa Rosa Beach, Florida, we serve clients across the Emerald Coast and throughout the country.