Financial Advisors Lexington, KY
Every client family has different working pieces. Each is a puzzle consisting of where they’ve been, where they currently are in life, and where they want to go. Some families are straightforward, while others are more complex (think of a 5,000 piece puzzle of a Kentucky horse farm with old tobacco, newly planted wine grapes, and Thoroughbreds roaming around!). The majority of our financial planning families fall somewhere in the middle.
Fee-Based, Personalized Planning
The basis of our philosophy is the fact that many people only save and invest money for one reason—to spend it.
Whether the plan is to spend their funds during retirement, for their kid’s college, for a new home, for charity, inheritance, or a rainy day—many people save and invest to spend.
What We Do
Financial Planning
a tailored plan to fit your specific goals
Retirement
a roadmap for how to spend your time when work is done
Lifestyle
to delay or not to delay? That is the question
Investing
minimize the stress, and maximize fund potential
College Planning
when scholarships just won’t cut it
Estate Management
planning for the what-ifs
Insurance
protect your family’s current income, lifestyle, and assets
Tax Management
ensuring tax efficiency
Meet the Team
David Smyth, CLTC
Alexander Roig
Kyrk Davis
Jacob Buckley, CDFA®, MBA
Dillon Harper
McKellar Ciurlizza, MBA
Ryan Petrunyak
Rick Gregory
Greg Wright
Ryan Fitch
Dana Klausler
Justin Sabido
Why Family Financial?
Testimonials are provided by current clients and may not be representative of the experience of other clients. Testimonial is no guarantee of future performance or success.
I have been a long time customer of Family Financial and have had nothing but EXCEPTIONAL service, guidance and friendship! David and Alex have put together an outstanding team and I am pleased to be a customer!
Janine R.
We sleep well at night knowing David and his hard-working team are keeping us on track toward our goals. Thank you for that peace of mind for 17 years and counting.
Brenda E.
Excellent staff of dedicated people that focus on achieving your financial goals. Their knowledge of financial markets is first rate, and they communicate clearly to keep you informed and build trust in their financial guidance.
Richard S.
Recent Blog Articles
Financial Planning Explained: Why all of us could use a financial advisor
There’s a saying in our industry that Americans spend more time planning their summer vacation than they do their retirement.
Now most people probably hear that and think it’s a bad thing. But I look at it differently: You’ve got better things to do with your time today than worry about your financial picture. That’s where I come in.
Beyond Retirement: Building your financial life around life’s milestones
Retirement often takes center stage as the ultimate financial goal in this industry. And rightfully so — investing today helps to ensure a stable tomorrow when paychecks ultimately stop arriving in our checking accounts. As financial professionals, guiding our clients towards this pivotal moment is a significant aspect of our work.
While you spring clean your house, remember to tidy your finances
Just as important as tidying up your home is taking a closer look at your finances. We’re between the rush of the holidays and the excitement of summer break, so now is the perfect time to make sure your money is doing its job in those hard-to-reach places.
Visit our Office
Family Financial Partners
1792 Alysheba Way, Suite 201
Lexington, KY 40509
