About KIRK

Message from the Founder

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

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 advisor 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.

Although my name is on the front door, KIRK is about you, not me. This is your firm, not mine. We exist to serve your unique needs, not our bottom line.

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

— W. Kirk Taylor, CFP®, Founder and 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 advisor.

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.

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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.

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:

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.

We seek to achieve only the highest standard in all that we do. We pay attention to details. We believe in discipline, accountability, constant learning, deep analysis, questioning the consensus and constant improvement in all aspects of our business.

With each relationship, we seek connection through knowledge of one’s character, feelings, motives, and desires. In being authentic, we demonstrate genuine kindness, respect, and a deep appreciation that the client-advisor relationship is a two-way street. Our connection translates into a lifetime of success.

We look to the future with imagination and forward-thinking optimism. We embrace the promise of progress and advancement. We see problems as challenges, and we see challenges as opportunities to move forward.

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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.

Passionate professionals ready to connect with you.

Meet your KIRK advisory team.

W. Kirk Taylor, CFP®

Founder & Chief Investment Officer
Financial planner and entrepreneur with 30+ years’ experience helping individuals, business executives and affluent families align their personal and financial goals.
Full Bio

Mark D. Troutman, PhD, CFP®

Director of Financial Planning
A soldier, economist, financial planner and educator with a passion for financial planning, especially for those who have given their lives to serve.
Full Bio

Shannon L. Delaney

Director of Client Services
Over 25 years’ experience in the financial securities industry in sales, strategic marketing, project and client relationship management.
Full Bio

Gaby S. Dominguez

Executive Assistant
Proactive, highly capable academic overachiever and team motivator with a passion for helping people.
Full Bio

Kasha M. Martinovic, MBA

Associate Portfolio Manager / Financial Planner
A highly motivated and results-driven professional with a track record of success.
Full Bio

W. Kirk Taylor, CFP®

Founder & Chief Investment Officer

Kirk is a seasoned financial planner and entrepreneur with 30+ years’ experience helping individuals, business executives and affluent families align their personal and financial goals. Kirk founded Kirk Capital Advisors to help clients address their complex financial planning needs in order to make confident, informed decisions about their finances.

Before founding Kirk Capital Advisors, Kirk served in various roles with 1st Portfolio Wealth Advisors and its successors, including roles as Executive Vice President, Chief Compliance Officer and Chief Investment Officer. Earlier in his career, Kirk worked as an advisor and managed portfolios for select clients at Capitol Securities Management, Inc. and at Wells Fargo Advisors.

Kirk received his Bachelor of Science degree in Business Administration from the University of Tennessee in 1988 with a concentration in portfolio management and economics. In 2003, he earned his Certified Financial Planner, CFP® designation.

For five years, Kirk hosted “The Investment Challenge” radio program broadcast in the Washington D.C. metro area on Business Radio AM 570/1260. An avid writer, Kirk was a key contributor to Bearing the Bull at 1st Portfolio and he published an article in The Washington Times titled “The Inevitability of Inflation: Rather than try to predict it, smart investors plan for it” and was quoted in USA Today about the dangers of cashing out of retirement accounts before age 59 ½.

Kirk is the 2022 President of the Financial Planning Association of the National Capital Area, one of the largest FPA Chapters in the country, and has served on the Board of Governors of International Country Club. He is an active member at International Country Club in Fairfax, Virginia. In his spare time, Kirk enjoys following Tennessee sports, golf, tennis, weightlifting and spending time with his Rhodesian Ridgeback puppy, Apollo.

Mark D. Troutman, PhD, CFP®

Director of Financial Planning

Dr. Mark D. Troutman is a soldier with a passion for financial planning, especially for those who have given their lives to serve. He is an economist, financial planner and educator. He founded Fiducia Capital Partners, LLC, a boutique wealth management and financial/economic consulting firm that identifies and cultivates opportunities for clients. In January 2017, he partnered with W. Kirk Taylor, CFP®, to serve the wealth management needs of transitioning professionals in the national security community and help them become high net worth individuals.

A long serving national security professional, Mark is presently a Visiting Research Fellow at the Institute for National Security Studies and former Dean of Faculty at the Eisenhower School of National Security and Resource Strategy, National Defense University. He directed a research center focused on the national security and critical infrastructure industries and taught business economics and strategy as faculty at the George Mason University School of Business. Mark was also instrumental in the creation of a Financial Planning track for the Business School.

An Armor (Operations) Colonel, Mark retired following a 28-year Army career that included command assignments in the United States, Europe, South Korea and the Middle East with deployments to Iraq and Afghanistan. Senior postings include director for Army, Marine Corps and Missile Defense exports for OSD and Deputy Chair of the Economics Department of the National Defense University.

He taught Economics at the United States Military Academy and was a contributing author for the Armed Forces Guide to Personal Finance. Mark is a graduate of the Army War College and School of Advanced Military Studies. Civilian education includes Master of Public Policy from the Kennedy School of Government, Harvard University and PhD (Economics), George Mason University.

Shannon L. Delaney

Director of Client Services

Shannon has over 25 years’ experience in the financial securities industry with significant accomplishments in sales, strategic marketing, project and client relationship management. She possesses a sophisticated knowledge of wealth management and financial planning. Shannon is proactive and detail-oriented, with remarkable problem-solving, customer service and organizational skills.

Shannon spent most of her career in Private Wealth Management at Morgan Stanley where she specialized in the management and preservation of family wealth, the monetization and sale of restricted and control securities, and the implementation of pre-set diversified sales plans and presentations for executives of newly public companies.

For the last eight years, Shannon has provided consulting and project management services for venture capitalist firms and boutique independent firms, managing their advisor onboarding and transition services. 

Shannon earned her BA from Marymount University. She enjoys outdoor activities, traveling, and spending time with her daughter, Chloe, and yellow lab, Beckett.

Gaby S. Dominguez

Executive Assistant

Gaby is a student at Virginia Commonwealth University where she is pursuing a degree in psychology, and is a member of the National Society of Collegiate Scholars. Prior, she had been a student at Northern Virginia Community College, where she was a member of the National Society of Leadership and Success. She graduated from Bishop O’Connell High School, where she was a member and co-captain of the Royalette Dance Team, an avid member of the Best Buddies club, and a mentor for students with disabilities.

Starting in January of 2021, Gaby began working as an Executive Assistant for Kirk Capital Advisors, LLC, where she supports the firm’s client service, portfolio management and financial planning efforts. Additionally, Gaby helps develop written content for the firm’s newsletter and blog, KIRK Confidence, as well as content for KIRK’s social media sites. She is particularly interested in writing about topics that appeal to younger investors.

Kasha M. Martinovic, MBA

Associate Portfolio Manager / Financial Planner

Kasha is a dynamic professional with a proven track record across various industries. Holding a BA in Finance and an executive MBA, she’s well-versed in financial analysis, risk management, and investment strategies.

As a mother of two, Kasha has honed exceptional time management and multitasking abilities, invaluable in fast-paced settings. This dual role also grants her a unique outlook on risk management and financial planning.

Her experience in real estate and entrepreneurship solidifies her business strategy and financial analysis skills. She has a passion for identifying profitable investments and executing strategies that optimize returns while minimizing risk.

In her role as an Assistant Portfolio Manager / Financial Planner, Kasha brings a fresh perspective and a wealth of transferable skills to the financial sector. Her keen attention to detail, analytical prowess, and collaborative abilities makes her a great fit for our team at Kirk Capital Advisors.