Unlocking Your Financial Potential
Experienced Guidance from Wealth Advisor, Kyrk Davis
Kyrk Davis a wealth advisor dedicated to providing personalized financial plans tailored to your unique needs and goals. Whether you're planning for retirement, investing for the future, or securing your family's financial well-being, Kyrk is here to help you navigate the complexities of financial planning with confidence and clarity.
An Experienced Wealth Advisor
Kyrk is here to help you with your financial goals
Kyrk Davis is a Wealth Advisor at Family Financial Partners, Inc. – a financial services firm in Lexington, Kentucky.
Kyrk holds a bachelor’s degree in Accounting from the University of the Cumberlands in Williamsburg, Kentucky. He started his career working as a teller for BB&T Bank and an accountant for Anderson Communities, a real estate company. Kyrk is also a Dave Ramsey Smartvestor Pro.
Kyrk hails from Florence, Kentucky, and also spent time in London (Kentucky, not England!) before moving to Richmond in 2016.
In his free time, Kyrk enjoys anything outdoors, especially mountain biking and backpacking in the Smoky Mountains. He has served in the National Guard for six years, and attends Madison Hills Christian Church in Richmond, Kentucky.
Kyrk and his wife, Hannah, who works at First Trust Bank, live in Richmond with their cats, Stormy and Oats.
Dave Ramsey's SmartVestor Pro is a directory of investment professionals. Working with a SmartVestor Pro does not guarantee investment success, and no assurance can be made that working with a SmartVestor Pro will produce better results than working with a financial professional not affiliated with the program. Neither Dave Ramsey nor SmartVestor are affiliates of The O.N. Equity Sales Company or O.N. Investment Management Company.
Financial Planning Services
How We Serve
Explore Kyrk's comprehensive range of financial planning services, including retirement planning, investment strategy, estate planning and more. With personalized solutions, Kyrk provides you with the guidance and support you need to identify the financial options that best fit your goals.
Retirement Planning
Tailored strategies designed to help you prepare financially for retirement so you can enjoy a comfortable and secure future.
Investment Strategy
Creating strategies to help you achieve your financial goals so you can enjoy a secure financial future.
Legacy Planning
Comprehensive solutions aimed at preserving and distributing your assets, while ensuring a smooth transfer of wealth to future generations
College Planning
The process of preparing financially for higher education expenses, including tuition, fees, and living costs.
Insurance Review
Involves evaluating and updating your insurance coverage to ensure it meets your current needs and provides adequate protection.
Tax Management
Involves optimizing your tax situation by using strategies designed to help minimize tax liabilities and maximize possible tax benefits.
Kyrk's Philosophy
Mission, Promise, Guarantee
As an experienced wealth advisor, Kyrk's mission, promise and guarantee are critical components of his professional identity and the value he provides to his clients.
Mission
Kyrk's mission as a wealth advisor goes beyond simply managing assets; it's about guiding his clients toward financial security, independence, and prosperity. His mission is to empower individuals and families to achieve their financial goals through personalized wealth management strategies, education, and unwavering support.
Promise
Kyrk's promise sets the standard for the quality of service his clients can expect and builds trust in their relationship:
Customized solutions to each client's unique circumstances and objectives
Transparent communication ensuring clients understand the rationale behind investment decisions and the performance of their portfolios
Ongoing support, regularly reviewing and adjusting financial plans to accommodate changes that may happen in the clients' lives or market conditions
Guarantee
Kyrk’s guarantee reinforces his integrity and accountability as a wealth advisor and his guidance can help provide peace of mind to clients knowing that their financial interests are prioritized:
Responsibility to prioritize client needs
Performance accountability striving to help clients achieve their goals
Confidentiality and trust based on honesty, integrity and professionalism
Let's Talk!
Whether you’re planning for retirement, investing for growth potential, or safeguarding your assets, Kyrk offers personalized solutions tailored to your unique goals.
(859) 219-1006
1792 Alysheba Way
Monday - Friday, 8:30 am - 4:30 pm
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Contact Kyrk
1792 Alysheba Way, Suite 201
Lexington, KY 40509
Phone: 859.219.1006
Fax: 859.219.1012
Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 513.794.6794. Investment Advisory services offered through O.N. Investment Management Company. Estate planning services provided in conjunction with your licensed legal professional. Tax and/or legal advice is not offered by Kyrk Davis. Please consult with your tax professional for additional guidance regarding tax-related matters.