Financial Advisors in 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 5000 piece puzzle of a Kentucky horse farm with old tobacco, newly planted wine grapes, and Thoroughbreds roaming around!). The majority of our 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
Alexander Roig
Kyrk Davis
Jacob Buckley, MBA
McKellar Ciurlizza
Ryan Petrunyak
Dillon Harper
Rick Gregory
Greg Wright
Ryan Fitch
Nathan Schnurr
Why Family Financial?
I appreciate how David and Alex set up an atmosphere of success by trusting their employees. They always allow for input and feedback so that Family Financial Partners can improve the way we do business on a regular basis.
Greg Wright
When I found FFP, I knew this was the firm I wanted to call home. Our office puts the client’s experience and comfort at the center of its business model – always striving to serve them better, more efficiently, and effectively.
McKellar Ciurlizza
Everyone at FFP brings unique personalities and skills to our team. I love that as a group, we all utilize these skills in our own ways to help us better serve our clients. This is how we provide the level of service that truly impacts people’s lives for the better.
Ryan Petrunyak
Recent Articles
Market Update: December 2022
I recently introduced the classic board game Axis and Allies to my sons. Michael, my third-grader, asked to be Russia, and I was happy to let him. When it comes to his turn, as head of Russia, the first thing he did was invade Ukraine. I shouldn’t have been surprised – this is the same kid I used to hear randomly announcing (while floating in a sea of bubbles in the bathtub) that Amy McGrath was “too liberal for Kentucky!” Remember those ads? Can’t say he’s not paying attention! The daily flow of nonstop media really does affect us all.
Lifelong Learning
Most of the time when people come into our conference room or call us up, they want help with how to do something. Whether it’s saving money, budgeting, making major purchases or signing up for insurance, they want to know how.
Bring Your Questions!
If the 80/20 rule applies to everything in life, then I’ve got to assume that the 20 percent of you who ask a lot of questions in your planning meetings have a pretty good understanding of our financial planning discussions. For that 20 percent, you’re good to go, and I love the questions you ask – it helps me understand what’s going on in your head, and to gauge your understanding of these not-so-everyday kitchen conversation topics.
Visit our Office
1792 Alysheba Way, Suite 201
Lexington, KY 40509
