"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

< 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

Cash flow modeling, goal prioritization, and scenario testing for every major life decision. We build your plan around what matters most, then stress-test it against the unexpected.

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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

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