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
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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Celebrate Black History Month All Year Long
Each year since 1976, we recognize Black History Month as a time to celebrate and reflect on the notable contributions of Black figures of the past and present. However, supporting the Black community is not limited to the month of February. Read more here…..
Market Commentary: A New Bull Market or Just a Trap Door?
January, much to the chagrin of the consensus that was steadfastly calling for tough sledding in the first half of the year…”Read more here…..
Inflation: Maybe Not Dead Yet
Perhaps the most anticipated question of 2023 is “…will there be a recession?”…READ MORE HERE…”
Student Loan Forgiveness… How Can It Benefit You?
The cost of education continues to rise, so the need for financial aid inevitably becomes more imminent, along with the fear of the financial demands of paying back the money borrowed. Recently, the Biden administration announced its federal Student Loan Forgiveness plan, that is aimed to cancel loans for eligible borrowers. Read more here…