FamilyVest

FamilyVest FamilyVest at Farther is a fee-only, fiduciary registered investment advisory. We do not sell financial products. We work for you and only you.

This means we do not accept commissions from outside sources nor do we charge hidden fees. FamilyVest at Farther is a fee-only, fiduciary wealth management firm serving families along the Emerald Coast, 30A, and nationwide. Led by a CFA, CFP, and Chartered Special Needs Consultant (ChSNC), we specialize in comprehensive financial planning for families with special needs dependents, retirement tran

sitions, and business exit planning. Our approach starts with your goals, not a portfolio. We coordinate tax planning, estate planning, investment management, insurance analysis, and Social Security optimization into one plan. Clients get unlimited access to their advisor with no product sales and no commissions. Whether you're navigating ABLE accounts and special needs trusts, planning for reti

Check out our newest Blog Post and let us know your thoughts.
05/20/2026

Check out our newest Blog Post and let us know your thoughts.

Vanguard, Russell Investments and Morningstar each quantify the value of a financial advisor at 1.5 to 3 percent per year, mostly from behavioral coaching, tax planning and withdrawal sequencing, not stock picking.

Sequence of Returns Risk: Why the First Five Years of Retirement Matter Most
05/11/2026

Sequence of Returns Risk: Why the First Five Years of Retirement Matter Most

A bad first five years of retirement can sink a plan that looks fine on paper. How to manage sequence of returns risk in the fragile decade.

Celebrating all of the wonderful Moms in our community today. Happy Mother's Day! ๐Ÿ’
05/10/2026

Celebrating all of the wonderful Moms in our community today. Happy Mother's Day! ๐Ÿ’

A wonderful afternoon of discussions and connections at Walton County Chamber Power of Business Lunch sponsored by Matth...
03/01/2026

A wonderful afternoon of discussions and connections at Walton County Chamber Power of Business Lunch sponsored by Matthews & Matthews, LLP.

On this New Year's Eve, we wish you all a blessed 2025 full of joy and many moments to treasure with those you love. Che...
01/01/2025

On this New Year's Eve, we wish you all a blessed 2025 full of joy and many moments to treasure with those you love. Cheers!๐ŸŽ† #2025

This Memorial Day, weโ€™re thankful for those who gave their lives while serving. And weโ€™re thinking of those who have los...
05/26/2024

This Memorial Day, weโ€™re thankful for those who gave their lives while serving. And weโ€™re thinking of those who have lost someone they love. Thank you for your sacrifice.

Wishing you and your loved ones a joyful and blessed Easter. ๐Ÿฃ๐ŸŒท
03/31/2024

Wishing you and your loved ones a joyful and blessed Easter. ๐Ÿฃ๐ŸŒท

Your courage is our legacy. ๐Ÿ‡บ๐Ÿ‡ธ On this Veterans Day, we honor the men and women who have served, fought, and sacrificed ...
11/11/2023

Your courage is our legacy. ๐Ÿ‡บ๐Ÿ‡ธ On this Veterans Day, we honor the men and women who have served, fought, and sacrificed for our country.

11/24/2022
With gratitude on this Veterans Day. Thank you.
11/11/2022

With gratitude on this Veterans Day. Thank you.

Address

4300 Legendary Drive Suite 226
Destin, FL
32541

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 6pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18446283185

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