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
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.
When a will isn’t enough — why you might consider a trust
When you’re early in your career, much of financial advice focuses on the essentials — budgeting, saving, retirement contributions — but what a lot of people neglect is what would happen to those assets in case of an early or unexpected loss of life. It’s not a fun topic, but, especially once you’ve started a family, it becomes really important.
Building generational wealth as a Millennial
It’s no secret that many Millennials have had a rough go of it when it comes to the financial instability they have faced during much of their working lives. Between slow wage growth, multiple financial crises, and an inflated housing market, it’s been difficult for many to grow their wealth at a similar rate to their parents and grandparents.
Visit our Office
Family Financial Partners
1792 Alysheba Way, Suite 201
Lexington, KY 40509
