1792 Alysheba Way, Suite 201, Lexington, KY 40509
FINRA | Broker Check | SIPC
Everyone has a financial puzzle, let our financial planning team help you put the pieces together.

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.

Financial advisor in Lexington, KY can put your financial puzzle together
Our Philosophy

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.

Our Financial Planning Services

What We Do

Financial Planning | Family Financial Partners | Financial Advisors in Lexington, KY

Financial Planning

a tailored plan to fit your specific goals

Retirement Planning | Family Financial Partners | Financial advisors in Lexington, KY

Retirement

a roadmap for how to spend your time when work is done

Lifestyle Planning | Family Financial Partners | Financial advisors in Lexington, KY

Lifestyle

to delay or not to delay? That is the question

Investing | Family Financial Partners | Financial advisors in Lexington, KY

Investing

minimize the stress, and maximize fund potential

College Planning | Family Financial Partners | Financial advisors in Lexington, KY

College Planning

when scholarships just won’t cut it

Estate Management | Family Financial Partners | Financial advisors in Lexington, KY

Estate Management

planning for the what-ifs

Insurance Planning | Family Financial Partners | Financial advisors in Lexington, KY

Insurance

protect your family’s current income, lifestyle, and assets

Tax Management | Family Financial Partners | Financial advisors in Lexington, KY

Tax Management

ensuring tax efficiency

Our Financial Planning Experts

Meet the Team

David Smyth, CLTC

David Smyth, CLTC

Senior Partner*
Alexander Roig

Alexander Roig

Senior Partner*
Kyrk Davis

Kyrk Davis

Wealth Advisor*
Jacob Buckley, CDFA®, MBA

Jacob Buckley, CDFA®, MBA

Wealth Advisor*
Dillon Harper

Dillon Harper

Wealth Advisor*
McKellar Ciurlizza, MBA

McKellar Ciurlizza, MBA

Director of Client Services
Ryan Petrunyak

Ryan Petrunyak

Paraplanner
Rick Gregory

Rick Gregory

Director of Community Outreach
Greg Wright

Greg Wright

Director of Operations
Ryan Fitch

Ryan Fitch

Operations Associate
Dana Klausler

Dana Klausler

Client Relations and Operations Associate
Justin Sabido

Justin Sabido

Operations Associate
Will Justice

Will Justice

Operations Associate
Why Choose Us

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, Director of Operations | Family Financial Partners | Financial Advisors in Lexington, KY

Greg Wright

Director of Operations

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, Director of Client Services | Family Financial Partners | Financial Advisors in Lexington, KY

McKellar Ciurlizza

Director of Client Services

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

Paraplanner

Recent Blog Articles

Couple Worried about the economy

Worried about the economy? Take a closer look.

Lately, I’ve been thinking about why it is so ingrained in our human nature to worry. We’re a nervous species, fearing uncertainty, volatility, and anything that we can’t control. I’m in a business that exists primarily to take financial worry off the shoulders of our clients and manage it ourselves, but we live in a media environment that seeks to capitalize on fear without looking at the greater picture.

Read More

Choosing Health Insurance

Please don’t ask me why, but the way providers talk about benefits can confuse many folks, especially younger employees who might be enrolling for their insurance for the first time. One recent study showed that more than half of employees choose plans that aren’t right for them, costing them money in premiums or underfunded costs.

So, what is all this tricky language, and what does it mean for you and your benefit selections? Let’s review a few of the most common terms you’ll encounter in selecting a package.

Read More

Retire without worry: How to manage retirement planning stress-free

There’s an old trope in the financial planning industry — Nobody likes to work with engineers.

They say engineers ask too many questions. They come in with complex plans for exactly when and how they should retire to maximize their post-career income. They have dozens of spreadsheets taped together detailing every cent of their savings and budgets and interest payment projections. Heck, I’ve seen it myself. They’re trying to play financial advisor for the first time, and I can tell you that it’s not an easy job.

But at Family Financial Partners, we love working with engineers.

Read More

Visit our Office

Family Financial Partners
1792 Alysheba Way, Suite 201
Lexington, KY 40509

859.219.1006

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