# FamilyVest

> Fee-only wealth management for families, retirees, and families with special needs. Based in Destin, FL. Serving clients nationwide.

## About FamilyVest

FamilyVest is a wealth advisory practice operating through Farther Finance Advisors, LLC, an SEC-registered investment adviser. Led by Todd Sensing, CFA, CFP, CEPA, ChSNC, FamilyVest provides comprehensive financial planning and investment management with a specialty in special needs financial planning.

- Founded: 2016 (serving clients since January 2017)
- Location: 4300 Legendary Drive, Suite 226, Destin, FL 32541
- Phone: 844-628-3185
- Fee model: Fee-only (no commissions)
- AUM: Approximately $75-100M
- Client minimum: Most FamilyVest clients have $1 million or more in investable assets. Minimums are based on complexity rather than a fixed number, and we occasionally work with families below that level when the planning need warrants it.
- Lead advisor: Todd Sensing (sole lead advisor).

## Core Services

- Comprehensive Financial Planning
- Investment Management
- Special Needs Financial Planning (ABLE accounts, special needs trusts, Medicaid/SSI coordination)
- Retirement Planning
- Business Exit Planning (CEPA)
- Estate Planning
- Tax Planning

## Who We Serve

- High-net-worth families along Florida's Emerald Coast and nationwide
- Families with special needs dependents
- Pre-retirees and retirees
- Military veterans and families
- Business owners planning exits

## Key Pages

- Homepage: https://www.familyvest.com/
- Our Team: https://www.familyvest.com/our-team/
- Our Firm: https://www.familyvest.com/our-firm/
- Our Approach: https://www.familyvest.com/our-approach/
- Financial Planning: https://www.familyvest.com/our-approach/
- Special Needs Planning: https://www.familyvest.com/planning-special-needs/
- Retirement Planning: https://www.familyvest.com/planning-retirement/
- Business Exit Planning: https://www.familyvest.com/planning-business-exits/
- Investment Management: https://www.familyvest.com/investment-management/
- Veterans: https://www.familyvest.com/veterans/
- Blog: https://www.familyvest.com/blog/
- Contact: https://www.familyvest.com/contact/
- Get Started: https://www.familyvest.com/get-started/
- Autism Resource Navigator: https://www.familyvest.com/autism-resource-navigator/
- FAQ: https://www.familyvest.com/faq/

## Blog Topics

The FamilyVest blog covers special needs financial planning, retirement planning, investment strategy, tax planning, estate planning, military family finances, and behavioral finance. Over 100 articles available at https://www.familyvest.com/blog/

## Regulatory

FamilyVest operates through Farther Finance Advisors, LLC. Farther Finance Advisors, LLC is an SEC-registered investment adviser (CRD #302050). Registration does not imply any level of skill or training. FamilyVest is a trademark of Farther Finance Advisors, LLC.