By: W. Kirk Taylor, CFP®
In late 2020, after more than three decades of advising individual investors, I founded Kirk Capital Advisors with a clear yet simple vision; to create a wealth management firm that was deeply focused on the generational needs of all family members, regardless of their age, sophistication, or the value of their portfolio.
With that vision in mind and the tireless effort of our talented team of professionals, we created the KIRK Confidence Experience℠, a proprietary system that allow us to deliver a truly customized client experience based on the unique needs of each family member. We wholeheartedly embraced financial literacy and education, seizing the opportunity to provide personal financial coaching to second and third generation investors seeking financial independence.
Nearly three years later, we now proudly serve nearly 100 families, and we have a rapidly growing team of investment professionals and support personnel, ensuring we can meet the ever-evolving needs of the families we serve, no matter how basic or how complex their needs.
For three consecutive years (2021-2023) our industry peers have acknowledged our unwavering commitment to our clients and our contributions to the profession and the Financial Planning Association of the National Capital Area (FPA NCA) by including us in the Top Financial Professionals list for Northern Virgnia magazine and the Best in Wealth Management list for Washingtonian magazine.
While we are proud of these acknowledgments and grateful for the referrals sent by our clients, what truly fills me with pride is our exceptionally high client retention rate and the rapidly growing list of children and grandchildren our dedicated team serves. For me personally, putting young investors on the path to financial independence is a vision come true.
Thankfully yours,
W. Kirk Taylor, CPF®
Founder & Chief Investment Officer ■
