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
Using Your Career as a Wealth-Building Tool
When people think about building wealth, they usually consider the obvious tools: brokerage accounts, 401(k)s, maybe a rental property. But many forget the single biggest financial factor for wealth-building — income.
For someone in their 30s or 40s, the lifetime value of future earnings can dwarf everything else on the balance sheet. Yet the decisions that influence your earning power often get made separately from the financial plan they’re funding.
What to know before the IPO
In all my years in this business, I’m not sure if I’ve ever been asked by a client about...
Staying focused when markets and headlines get loud
It’s no secret that investing for retirement involves some level of uncertainty. Depending on your personality, that uncertainty may deter you from taking risk, or it may entice you to go big and chase a larger potential return.
Visit our Office
Family Financial Partners
1792 Alysheba Way, Suite 201
Lexington, KY 40509