About FamilyVest
Our mission is to revolutionize how families in Destin, 30A, and all along the Emerald Coast plan for their future.
Our Mission
Farther-FamilyVest is a fee-only, fiduciary registered investment advisory. This means we do not accept commissions from outside sources or charge hidden fees. We are your local financial advisor in Destin, 30A, Santa Rosa Beach, and we also proudly serve families all across the US.
We do not sell financial products, so you needn’t worry about a sales pitch. We work for you and only you. We can help you take control of your financial life with the perfect mix of technology, trained expertise, and a uniquely human touch.
Our Core Values
- Fee-Only Fiduciary — Your interests always come first
- Comprehensive Planning — Holistic financial strategies
- Investment Management — Evidence-based portfolio approach
- FamilyVest at Farther — Advanced technology and operational support
Our Lead Advisors
Experienced professionals dedicated to your financial success.
Todd Sensing
SVP, Wealth Advisor · CFA® · CFP® · CEPA®
Over 25 years of experience in financial planning, portfolio management, and risk management.
Elliot Klein
Wealth Advisor · West Point Graduate
U.S. Army leadership experience applied to personalized financial services for military and civilian clients.
Start Your Financial Journey
Schedule a complimentary consultation to see how we can help you reach your goals.