Let us help you put the pieces together.
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.
Fiduciary
acting in your best interest
Fee-Based
flexibility for your family’s specific needs
Personalized Planning
treating you as family
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 strives for excellence, but has fun doing so! Ideas are welcome and the client always comes first. From the financial to the interpersonal, this team is top-notch.
Katie Gruver
Fee-Based, Experienced, 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
McKellar Ciurlizza
Greg Wright
Katie Gruver
Ryan Petrunyak
