Schedule a 30-minute intro call. We'll listen to your story, understand your goals, and tell you honestly whether we can help.
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Three steps. No surprises. You're in control the entire time.
A 30-minute call to understand your situation, your concerns, and what matters most. We listen first.
If there's a fit, we dig into the details: assets, goals, family dynamics, and what keeps you up at night.
A comprehensive strategy covering investments, tax, estate, insurance, and any special circumstances.
FamilyVest serves families and individuals who take financial planning seriously enough to want a dedicated advisor, not a robo-platform or a generalist at a large brokerage. Most clients have $1 million or more in investable assets, though the common thread is complexity, not a specific dollar figure. Families with special needs dependents, business owners planning an exit, couples navigating retirement timing decisions, and multi-generational households all benefit from the coordinated planning approach we take.
We are a fee-only fiduciary practice, which means we do not earn commissions, do not sell insurance or annuity products, and have no financial incentive to recommend one strategy over another. Our only obligation is to you. Todd Sensing, CFA, CFP, CEPA, ChSNC, works directly with every client. There is no handoff to a junior advisor after onboarding.