About Us

Welcome to Kirk Capital Advisors! KIRK is a new breed of wealth management firm.  

Message from the Founder
W. Kirk Taylor, CFP®, Founder and Chief Investment Officer

We derive great satisfaction from knowing that our clients are taken care of… just like close friends or beloved family.

Message from the Founder

In 2020, after more than three decades of advising client families, I founded KIRK because clients today demand more than slick mobile apps and 24/7 access to their accounts. They demand transparency in all aspects of their relationship, and they demand conflict-free advice.

But more than anything else, investors want their advisors to have a deep understanding of the needs of their entire family. In short, they want personalized service and not mass customization.

We are passionate about offering a client experience that far exceeds what is offered at traditional “big box” banks and brokerage firms. To that end, we have developed the KIRK Confidence ExperienceSM — a disruptive approach to delivering wealth management services that puts the client squarely in control of their experience.

I have built a “best of breed” investment and financial platform that harnesses the most advanced technology and solutions available in the marketplace. Because computers don’t care, and people are what truly make the difference, I have assembled a team of highly qualified and seasoned professionals who are just as passionate as I am about making a meaningful and lasting contribution to your family’s financial well-being.

Meet your KIRK advisory team

Passionate professionals ready to connect with you.   

Gaby S. Dominguez

Executive Assistant

Kasha M. Martinovic, MBA

Associate Portfolio Manager / Financial Planner

Shannon L. Delaney

Director of Client Services

Mark D. Troutman, PhD, CFP®

Director of Financial Planning

Message from the Founder

W. Kirk Taylor, CFP®

Founder & Chief Investment Officer

"At KIRK we treat every client like they’re our only client."

Why KIRK?

There are many reasons why families and individuals choose KIRK over other firms to be their trusted financial advisors.

As fiduciaries

we are legally bound to a code of conduct that requires us to always place your interests first, ensuring that our advice is unbiased and conflict-free.

As CERTIFIED FINANCIAL PLANNER™ practitioners

we are held to an ethical code of honesty, integrity, confidentiality, competence, and diligence.

As fee-only advisors

we do not sell proprietary investment products and our compensation is fully-disclosed.

Family matters

We believe that generational planning for your entire family holds the key to reaching your life goals. Our approach to wealth management therefore takes into consideration the unique needs of all your family members and extends to matters well beyond “just the money”. 

Our mission is to help families and individuals make sound financial decisions, preserve their legacies, and extend their wealth to future generations.  

We believe that generational planning for your entire family

A values-based client experience

Everything we do at KIRK — from planning and implementation to our day-to-day interactions with you and your family — is driven by a passionate adherence to the following values:

/01

Integrity

We strive to conduct ourselves openly, honestly, and with transparency in all aspects of our business and in every aspect of our relationship with you. We embrace doing the “right” thing.

/02

Excellence

We believe in discipline, accountability, constant learning, deep analysis, questioning the consensus, and constant improvement in all aspects of our business.

/03

Connection

With each relationship, we seek connection through knowledge of one’s character, feelings, motives, and desires. Our connection translates into a lifetime of success.

/04

Vision

We look to the future with imagination and forward-thinking optimism. We embrace the promise of progress and advancement.

An optimistic view of the future

We’re a forward-thinking firm. We look to the future with imagination and optimism. We’re students of the markets with a particular interest in disruptors —  ideas that change the way we live and work for the better.  Here in the technology hub of northern Virginia, just outside of Washington, DC, we rub shoulders with tech visionaries who are shaping the future in exciting ways. 

We’re passionate about emerging trends, and we embrace the promise of progress and advancement.