FamilyVest

FamilyVest

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Financial Advisor

About Us

FamilyVest is a fee-only, fiduciary wealth management team powered by Farther Finance’s institutional-grade platform and modern technology. We don’t accept commissions, sell financial products, or charge hidden fees, so our advice stays aligned with your best interests. Based in the Destin and 30A area, we proudly serve clients in Destin, Santa Rosa Beach, and along the Emerald Coast, as well as nationwide.

With more than 30 years of experience spanning Wall Street banks, hedge fund management, and advising complex households, we bring deep expertise and a clear, personal approach, combining smart technology with a uniquely human touch to help you take control of your financial life.

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