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
Tax Management
ensuring tax efficiency
College Planning
when scholarships just won’t cut it
Legacy Planning
planning for the what-ifs
Insurance
protect your family’s current income, lifestyle, and assets
Meet the Team
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
Market Update: Is it time to panic about AI?
One thing I’ve experienced throughout my career is that when we have a good year in the markets, as we did in 2025, folks sure don’t seem to have many questions for their financial advisory team!
That said, when we have a stretch of market volatility, typically hand in hand with daily shock-and-awe news headlines — think the first two months and maybe three of 2026 — the (natural) reaction is — uh-oh.
The money conversation every couple should have
You’ve probably read that one of the Four Horsemen of relationship strife is money. Misalignment on money issues is one of the main problems that can sink a relationship if you’re not careful.
Here’s how to decide whether a trust is right for you
Who needs a trust? Think about it like specialty insurance. Some people genuinely need it based on their circumstances; others don’t. You wouldn’t add rust protection to a vehicle unless your environment called for it. The same idea applies here.
Visit our Office
Family Financial Partners
1792 Alysheba Way, Suite 201
Lexington, KY 40509
