David E. Smyth, CLTC 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 located in twenty-six states.
David 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 then joined IPC Financial as a partner in 2003. In 2005, he founded Family Financial Partners.
A Seattle, Washington native, David spends most of his free time with his sons, Gates, Ridley and Michael and his beautiful bride Kerri. David and Kerri share a passion for fitness, wine, horse racing, sports, and traveling the world while chasing sunrises and sunsets. The Smyth’s 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 is actively involved in supporting 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 serves on the Bequest and Planned Giving Council at his alma mater, Asbury University. He is also a member of the Rotary Club of Lexington and participates in TOBA (Thoroughbred Owners and Breeders Association). David enjoys attending Crossroads Church as well as Southland Christian Church.
Articles by David
Dave’s Inbox: What do I do with all this cash?
Since the pandemic, more and more people have been sitting on higher cash reserves than they used to, and the current interest rate environment has provided a unique opportunity to grow that cash relatively safe and low risk. In this edition of Dave’s Inbox, I wanted to address a couple of questions I’ve gotten repeatedly.
State of the Market: Earnings season and the Great Re-Weighting
As expected, the first few days of the year started with everyone selling off the stocks that did so well last year — large-cap tech. We did the exact same thing in our own investment accounts. The reason is simple — any gains from the start of January don’t have to have taxes paid on them until April 2025, and some of these stocks went up 50% or more in 2023.
Let’s set some New Year’s resolutions for the American economy
With the new year comes New Year’s resolutions, and rather than telling you all about mine (you’re welcome), I thought I would set some resolutions for the American economy in 2024.
