We Made the Top Financial Professionals List for 2023!

By: W. Kirk Taylor, CFP®

Kirk Capital Advisors is honored to be named to the 2023 Top Financial Professionals list for the Northern Virginia magazine!

This recognition is a testament to our firm’s core values: integrity, excellence, connection, and vision, while highlighting our passion for helping you and your family achieve your life goals.

You can view my profile on the Northern Virginia magazine website at Top Financial Professionals.

The 2023 Award: The nomination period for the 2023 award was March 6th – April 7th. The 2023 award list was published in September 2023. Kirk Capital Advisors, LLC did not pay to be included in this list.

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Kirk Capital Advisors, LLC is a fee-only registered investment advisor. We provide comprehensive wealth management services to affluent families, entrepreneurs, and business owners. At KIRK, we believe that “family comes first” and that generational planning holds the key to reaching your life goals. Our approach to wealth management takes into consideration the unique needs of all members of your family and includes financial literacy, education, and investment coaching for younger generations. At Kirk Capital Advisors, each and every interaction with our team is extremely personal and unique to you and your family.

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In today’s digital age, protecting your financial identity is more important than ever. Having your identity stolen from you can have devastating consequences for individuals and their finances. In recognition of National Identity Theft Protection and Awareness Month, we’ve compiled some essential tips to help you safeguard your financial identity. Read more here…

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At Kirk Capital Advisors we’re closing out the month of October not just with tricks but also with treats, as we take this opportunity to reflect on one of our firms core values – Connection. In this commentary, we shine a light on breast cancer, while simultaneously highlighting the financial benefits of supporting qualified 501c3 charities. Read more here…

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Yesterday, Americans celebrated Columbus Day that commemorates Christopher Columbus’s historic landing in the New World on October 12, 1492. As of 2021, the holiday doubles as Indigenous Peoples’ Day to honor North America’s Indigenous peoples and the Tribal Nations living on the continent today. While Columbus reached the new world safely, he didn’t exactly find the destination he had hoped to reach. Perhaps this is where the notion, that the journey is what matters and not the destination, might have come from. Read more here…

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At Kirk Capital Advisors, our motto is “Invest in Confidence”. It is, of course, a play on words, but our motto encapsulates our unwavering dedication to continuous learning, growth, improvement, and our ability to help you move forward with unwavering confidence in your financial journey. We are excited to introduce an enhanced dimension to our investment and financial planning services through the integration of Holistiplan. Read more here…