"FamilyVest helped us cut unnecessary investment costs and build a plan that truly fits our family -- including maximizing our son's benefits and securing his long-term future. Their depth of knowledge in special needs planning is unlike anything we'd experienced with other advisors. We finally feel like someone genuinely understands our situation."

Sara, FamilyVest Client

"We interviewed four advisors. Todd was the only one who asked about our life before asking about our money. That told us everything we needed to know."

Retired Couple, Destin

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Video Testimonial (Coming Soon)

< 1%

Hold CFA + CFP

25+

Years Experience

100%

Fee-Only

What We Do

Coordinated advice. Not piecemeal recommendations.

Goals drive every recommendation. Investments serve the plan. Everything coordinates.

Financial Planning

A comprehensive financial plan starts with clarity. We model your cash flow, debt strategy, savings rate, and major life decisions. Then we stress-test it against market downturns and life changes.

Cash Flow Analysis Goal Prioritization Scenario Testing

See planning overview

Investments

We build diversified, rebalanced portfolios aligned to your goals and risk capacity. Powered by Farther Asset Management (FAM): direct indexing, active tax management, and institutional access. No performance chasing. No market timing. Just systematic discipline.

Asset Allocation Rebalancing Tax Loss Harvesting FAM Direct Indexing

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Retirement

The first decade of retirement is different. We coordinate Social Security, tax-efficient withdrawals, healthcare costs, and sequence-of-returns risk.

Income Strategy Social Security Tax Efficiency

See retirement planning

Tax Strategy

We work with your CPA to coordinate income timing, charitable giving, capital gains harvesting, and entity planning. Taxes inform every recommendation.

Income Timing Charitable Giving Entity Planning

See tax resources

Estate & Risk

We review your beneficiaries, titling, insurance needs, and liability exposure. Then we coordinate with your estate attorney to ensure everything works together.

Beneficiary Review Insurance Analysis Risk Assessment

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Special Needs Planning

ABLE accounts, special needs trusts, Medicaid and SSI coordination, guardianship decisions. We bring personal experience to every decision.

ABLE Accounts SNT Planning Medicaid Strategy

See special needs planning

Business Exits

If you own a business, your exit is your biggest financial event. We help you model outcomes, structure transactions, and manage concentrated positions.

Exit Valuation Succession Planning Equity Diversification

See business planning

Unlimited Access

You have direct access to your advisor and our team. Not call centers. Not gatekeeping. If it is important to you, it is important to us.

Direct Access Responsive Proactive

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Tools & Resources

See where you stand.

Risk Tolerance Assessment

Understand your investment personality. Our risk profiler helps match your comfort level with the right portfolio strategy.

Take the Assessment

Autism Resource Navigator

A comprehensive directory of autism resources, therapies, and support services. Built from personal experience.

Explore Resources

$Relationships outweigh spreadsheets - Move beyond the math$

Our Philosophy

Moving beyond the math.

The math tells you what is possible. The conversation tells us what matters. Investments serve the plan. Goals drive the plan. We start with relationships, not spreadsheets.

See Our Approach

Why FamilyVest

Your advisor stands between you and the big mistake.

Markets reward patience and punish impulse. The real value of an advisor isn't picking the right stock. It's keeping you from making the wrong decision at the worst possible time. Goals drive every recommendation. Evidence guides every decision. Everything coordinates.

Start a Conversation

Your advisor stands between you and the big mistake

Grace Extended

It is never too late to start.

We extend more grace to others than we give ourselves. Wherever you are in your financial journey, there is no shame in asking for help. Most of our clients wish they had started sooner. The best time to begin is now.

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Next Step

One conversation. No obligation.

We would rather spend 30 minutes learning about your family than 30 minutes selling you something. If we are the right fit, we will show you exactly how we can help. If we are not, we will tell you that too.

Call 844-628-3185 Schedule a Conversation

The tide comes in.The tide goes out.

Built for families with financial complexity.

Families Finding Their Beach

Families with Special Needs

Pre & Post Retirement

Veterans

Business Owners