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 the funds
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
Ryan Petrunyak
McKellar Ciurlizza
TJ Atwell
Dillon Harper
Jacob Buckley
Nayeliz Maldonado
Rick Gregory
Greg Wright
Ryan Fitch
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
Financial Considerations for Summer Vacations
With the last day of school nearly upon us and the kiddos about to be out for the summer, I’m noticing that, for the first time in a couple of years, other parents are starting to ask each other about summer vacation plans. After the travel hiatus most of us took due to Covid and with the current economic climate, it’s exciting to talk about upcoming adventures and escapes from the daily grind.
Sharing Your Wisdom
When it comes to the topic of gift giving, moms are always the best, am I right? If you’re a male reading this and thinking Dave, what are you talking about? I give great gifts! Turn to your closest female friend or family member and ask what birthdays, holidays or special occasions are coming up. You’ll be surprised that there’s a whole separate calendar of all of these dates, unbeknownst to men – that only women have the ability to keep track of, often only in their heads.
So…What to Do in This Market?
Since last November when the Federal Reserve said they would raise rates, the markets began to price in those expected higher interest rates, and companies likewise priced in on balance sheets and forward guidance, as is standard. The markets initially gyrated down with the expectation that rates would rise and money supply would be reduced, ending the equity party that’s been going on for years. That said, after a few weeks of adjustment, the markets popped back up to near all-time highs and at end of the year.
