Our Firm
FamilyVest operates through Farther Asset Management, combining decades of personalized financial planning with institutional-grade technology, compliance infrastructure, and investment capabilities built to serve institutional clients.
The Farther Advantage
You work with Todd, your trusted advisor. Behind the scenes, you have access to an SEC-registered investment adviser with institutional-grade technology and uncompromising compliance standards.
Tax-loss harvesting, intelligent rebalancing, goal-aligned investing, and direct indexing strategies built at institutional scale. No consumer-grade limitations.
SEC-regulated custody, complete audit trails, comprehensive insurance protection, and compliance frameworks that exceed industry standards.
SEC registration, fiduciary accountability, regular examinations, and adherence to institutional adviser standards. Your interests come first, period.
No proprietary products. No sales targets. No hidden revenue streams. Every recommendation is built on evidence and aligned with your goals.
Platform Capabilities
Farther's platform combines research, automation, and transparency to keep your portfolio efficient and aligned with your goals.
Every dollar is mapped to a specific goal with its own timeline and risk profile. Your portfolio works for what matters.
Systematic capture of tax losses to offset gains. Automated, continuous, and transparent. Reduces tax drag without changing your strategy.
Automatic rebalancing when drift exceeds thresholds. Tax-aware. Coordinated across all your accounts. Removes emotion from maintenance.
Build custom index portfolios with individual securities. Better tax efficiency, greater transparency, and flexibility to exclude companies that don't align with your values.
ETFs, individual securities, alternatives, and external managers. No constraints. Your allocation is built for your situation, not the platform's preferences.
Strategic placement of investments across account types to minimize taxes. Bonds in tax-deferred. Growth in taxable. Coordinates with your full plan.
What This Means For You
Here is what the Farther partnership delivers in your everyday experience.
You know Todd. You know how he thinks. You get the continuity and personalization of a dedicated advisor, with the infrastructure of an institutional platform behind you.
Fee-only structure. No account minimums per position. Unlimited account setups. Transparent pricing. You know exactly what you pay and why.
Automated tax efficiency across all accounts. Your after-tax returns benefit from continuous optimization without extra effort or cost.
Add accounts, change strategies, or shift allocations without rearchitecting your foundation. The platform adapts to your life as it changes.
Full regulatory oversight. SEC registration. Regular audits. Custodial insurance. Your assets are protected by institutional-grade security and compliance.
No proprietary products to push. No sales targets. No revenue-sharing arrangements. Every recommendation is yours to accept or question on its merits.
We would rather spend the time understanding your family than selling you something. If we are the right fit, you will know. If we are not, we will tell you.