Invest in Confidence.SM

You experience life by looking ahead. Moving forward. Always progressing in pursuit of your passions. And you want to have a meaningful impact on those who matter most to you. KIRK helps you bridge the gap between where you are now and where you desire to be in the future… one confident step at a time. 

KIRK is honored to be recognized by…

Northern Virginia Magazine

The Top Financial Professionals List for 2021

Washingtonian Magazine

The Best in Wealth Management List for 2022

Ribbon Cutting Ceremony

Check out the highlights from the formal launch of KIRK.

A Different Breed of Wealth Management Firm

Learn why individuals and families choose KIRK every day to make confident financial decisions.

Meet the KIRK Team.

Get in the know with KIRK Confidence.SM

Our firm’s blog and e-newsletter, KIRK ConfidenceSM is your link to our decades of knowledge and experience as financial educators, business operators and wealth advisors.

We author and publish articles and podcasts that focus on the unique challenges faced by affluent families, business owners and executives, including: generational wealth transfer, raising financially responsible kids, culture building, leveraging your human capital, business succession, and entrepreneurship.

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Mid-Year Outlook: Putting the Inflation Genie Back in the Bottle. Can the Fed Engineer a Soft Landing?

As we enter the second half of 2022, investors will continue to face a myriad of economic cross- currents. These include persistently high inflation, the prospect of rising interest rates, economic contraction and falling corporate profits. While it’s too soon to say with confidence… these are the hallmarks of stagflation; an economic scenario that investors have not seen since the 70s. Read more here…

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Keep Calm and Save On!

With consumer prices surging to a four-decade high over the past year, uncertainty about when inflationary prices may ease makes the concept of stretching your dollar, or saving more money, significantly more relevant. I recently had the opportunity to discuss this exact topic during an interview with Lindsey Mastis on her ABC 7 show, “The Wellness Desk.” Read more here…

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It’s Not Too Late to Help Your Young Investor Fund an IRA and Take the First Step Toward Financial Independence!

When you are a parent, you want your children to have the most financial success possible. Influencing them to take steps to save, as soon as they begin earning income, will benefit their future finances even further. The first step that your child can take, once they’ve started earning income, in high school or college, is to fund an Individual Retirement Account. Learn more here…

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