David E. Smyth is a Senior Partner and Wealth Advisor of Family Financial Partners, Inc. – a financial services firm in Lexington, Kentucky.
David and his management team provide financial solutions and investment services to clients in 36 states.
He holds a bachelor’s degree in media communications from Asbury University in Wilmore, Kentucky. He began his career in financial services in 1998 with Capital Advisors Group. Later, he joined Interactive Planning Corp. and IPC Financial as a partner in 2003. In 2005, he founded Family Financial Partners.
A Seattle native, David spends most of his free time with his sons, Gates, Ridley, and Michael; his stepsons, Jacob and Zack; and his beautiful bride, Kerri. David and Kerri share a passion for fitness, golf, wine, sports, and traveling the world while chasing sunrises and sunsets. The Smyths love trips to the beach and can often be found at the beach in St. Augustine, Florida.
Through the Family Financial Foundation, which he and fellow Senior Partner Alex Roig founded in 2010, David actively supports many local charities. Since its inception, the foundation has been proud to support organizations that help Kentucky families including The Nest, LexCare, Lexington Dream Factory, Christian Appalachian Project, and Jarrett’s Joy Cart.
In addition, David is a member of Boones Trace Golf Club and Greenbrier Golf and Country Club. David enjoys attending Crossroads Church, where he actively serves at wilderness camps for men, fathers, and sons.
Lastly, as a passionate fan of the Seattle Seahawks, David wants everyone to know that it’s tough living in a household of Bengals and Chargers fans.
Articles by David
What to expect when you’re expecting (to retire)
Sometimes the question of when to retire is easy. Your occupation has a mandatory retirement date, or your pension kicks in after a specific number of years. Most of the time, though, it’s up in the air. Maybe you’re waiting to draw Social Security, or until you’ve saved towards a certain number, or when you’re age-eligible for Medicare. There’s no one-size-fits-all.
Big changes are coming to Washington — should you be worried?
Let’s get this out of the way — my job is not to take a political position. I’m here to help you grow your family’s nest egg while doing my best to protect it from harm.
If you’re like me and my family, you’re going to have Democrats, Republicans, and the rest around your table this Thanksgiving. While many families avoid talking politics, the ramifications of the recent election will be on everybody’s mind. Over the last few weeks, our whole team has had conversations with clients and prospective families, and every one of them is concerned about the changes that may be coming with the new administration.
What the rate cut can mean for your cash
As expected, the Federal Reserve announced last month that it is making its first interest rate cut, with all signs pointing to more in the near future. I’ve been writing about this for a while, and it should mean good news for those of you who are in the market for a new home or car or are simply looking to save a little money each month by refinancing a loan.