Financial Planning & Wealth Management for Your Family’s Future
FamilyVest is a fee-only, fiduciary registered investment advisory serving families in Destin, 30A, the Emerald Coast, and beyond. We combine seasoned expertise with cutting-edge technology to deliver comprehensive financial planning and personalized wealth management — with a uniquely human touch.
✓ Fee-Only
✓ Fiduciary
✓ CFA® | CFP® | CEPA®
✓ Destin · 30A · Emerald Coast & Beyond
Who We Help
We serve families and individuals at every stage of their financial journey.
Retirees
Navigate retirement with confidence through personalized income strategies and wealth preservation.
Business Owners
Strategic planning for small business owners including exit planning, tax strategies, and succession.
Families
Comprehensive financial planning to build and protect generational wealth for your family.
Special Needs Families
Specialized planning for families with special needs, including ABLE accounts and special needs trusts.
What We Do
Comprehensive financial services tailored to your unique needs and goals.
Financial Planning
Holistic financial planning including retirement, tax strategies, estate planning, insurance needs, and goal alignment.
Investment Management
Evidence-based portfolio management with behavioral coaching, smart diversification, and long-term discipline.
Special Needs Planning
Specialized planning for families with special needs, including ABLE accounts, trusts, and government benefit coordination.
Meet Your Advisors
Our experienced team is dedicated to helping you achieve your financial goals.
Todd Sensing
Senior Vice President, Wealth Advisor
CFA® · CFP® · CEPA®
Over 25 years of experience in financial planning and portfolio management. Holistic, personalized approach to wealth management.
Elliot Klein
Wealth Advisor
West Point Graduate · U.S. Army Veteran
Leadership experience as a U.S. Army Infantry Officer. Specializing in personalized financial services for military retirees and civilian executives.
FamilyVest + Farther
FamilyVest Financial Planning formally became a part of Farther Finance on August 1st, 2024. Joining Farther Wealth provides our clients with the world’s most advanced wealth management technology and the support of a robust Operations and administrative team.
This level of concierge support allows us to focus on what we do best: leveraging our expertise and delivering the best product and experience for our clients. We are truly excited about this merger and look forward to continuing our client-first service philosophy.
- Advanced Technology — World-class wealth management platform
- Operational Support — Robust operations and administrative team
- Concierge Service — More time focused on you and your goals
- Client-First Philosophy — Same trusted advisors, enhanced capabilities
- Comprehensive Planning — Holistic financial planning with cutting-edge tools
Expertise & Recognition
With over 25 years of industry experience, our team brings seasoned expertise in estate planning, insurance needs, tax strategies, and wealth and retirement planning.
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Member Organizations
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Ready to Take Control of Your Financial Future?
Schedule a complimentary consultation with our team to discuss your financial goals.