1792 Alysheba Way, Suite 201, Lexington, KY 40509
FINRA | Broker Check | SIPC
Everyone has a financial puzzle, let us help you put the pieces together.

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.

Financial advisor/financial planning advisor in Lexington, KY can put your financial puzzle together
Our Philosophy

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.

Our Services

What We Do

Financial Planning | Family Financial Partners | Financial Advisors in Lexington, KY

Financial Planning

a tailored plan to fit your specific goals

Retirement Planning | Family Financial Partners | Financial advisors in Lexington, KY

Retirement

a roadmap for how to spend your time when work is done

Lifestyle Planning | Family Financial Partners | Financial advisors in Lexington, KY

Lifestyle

to delay or not to delay? That is the question

Investing | Family Financial Partners | Financial advisors in Lexington, KY

Investing

minimize the stress, and maximize fund potential

College Planning | Family Financial Partners | Financial advisors in Lexington, KY

College Planning

when scholarships just won’t cut it

Estate Management | Family Financial Partners | Financial advisors in Lexington, KY

Estate Management

planning for the what-ifs

Insurance Planning | Family Financial Partners | Financial advisors in Lexington, KY

Insurance

protect your family’s current income, lifestyle, and assets

Tax Management | Family Financial Partners | Financial advisors in Lexington, KY

Tax Management

ensuring tax efficiency

Our Experts

Meet the Team

David Smyth

David Smyth

Senior Partner*
Alexander Roig

Alexander Roig

Senior Partner*
Kyrk Davis

Kyrk Davis

Wealth Advisor*
Jacob Buckley, MBA

Jacob Buckley, MBA

Wealth Advisor*
Dillon Harper

Dillon Harper

Wealth Advisor*
McKellar Ciurlizza

McKellar Ciurlizza

Director of Client Services
Ryan Petrunyak

Ryan Petrunyak

Paraplanner
Rick Gregory

Rick Gregory

Director of Community Outreach
Greg Wright

Greg Wright

Director of Operations
Ryan Fitch

Ryan Fitch

Operations Associate
Nathan Schnurr

Nathan Schnurr

Operations Associate
Why Choose Us

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, Director of Operations | Family Financial Partners | Financial Advisors in Lexington, KY

Greg Wright

Director of Operations

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, Director of Client Services | Family Financial Partners | Financial Advisors in Lexington, KY

McKellar Ciurlizza

Director of Client Services

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

Paraplanner

Recent Articles

Dave’s Inbox: Should I stop contributing to retirement during the bear market?

I keep track of the many questions I receive from client families about their financial pictures, and I wanted to address two of those questions that have come up quite a bit recently regarding retirement accounts in a down market.

Read More

Investment vs. Speculation: What’s the difference?

Many people spent 2022 putting money into a 401(k), only to watch that balance stay the same, or even go down. Unfortunately, that’s the way markets are from time to time. I understand that is not very motivating, and you may be questioning some of your decisions. It might have you wondering if you should stay the course or try to jump on the bandwagon of the next big “investment” in an attempt to recover some losses. Before making any decisions, let’s make sure the next big “Investment” is actually an investment and not just speculation.  

Read More

After a 2022 downturn, hope springs eternal in 2023

2022 was truly an awful year as the Federal Reserve began its interest rate hike policy in an attempt to battle inflation. Speaking of inflation, I know that many of you have been frustrated by the higher costs associated with financing a new home, purchasing a vehicle, or trips to any retailer. Inflation, measured by the Consumer Price Index, rose by 6.5% in 2022.

New year, same problems.

However, there are several pieces of good news.

Read More

Visit our Office

1792 Alysheba Way, Suite 201
Lexington, KY 40509

Scroll to top