A Wealth Management Firm Built Around You We pair modern planning tools with an experienced advisor who knows you, turning complicated finances into a clear, confident plan. Book a Consultation Proven Success for Our Clients The KIRK Confidence Experience℠ A Different Kind of Firm We help you bridge the gap between where you are now and where you want to be. And because life keeps changing, we stay with you, adjusting the plan as your goals evolve. What You Can Expect: Fee-only, fiduciary advice A dedicated advisor in your corner Modern tools that keep plans current Whole-family, whole-picture planning Coordination with your CPA and attorney Our Wealth Management Services Your financial life has a lot of moving parts. We bring them together into one plan and one relationship, so the pieces work in the same direction. That means one team that sees how every decision connects to the rest, and one point of contact whenever questions come up. You get coordinated guidance and a plan that holds together, instead of scattered accounts and conflicting opinions. Book a Meeting Financial PlanningA complete plan that connects your goals, your cash flow, and your future, reviewed and adjusted as life changes. Investment ManagementFee-only portfolio management built around your goals and your comfort with risk, watched over as markets move. Retirement PlanningA clear path toward retirement, and a strategy for turning your savings into income once you’re there. Generational Wealth PlanningPlanning that looks beyond one lifetime, helping your family carry wealth and values to the next generation. Business Retirement Consulting401(k) and corporate retirement guidance for business owners and plan sponsors, led by our specialist Nevin. Work With CFP® ProfessionalsNot sure where to start? A fiduciary advisor will help you find the right service and map out your plan. Learn More About the KIRK Confidence Experience℠ Who We Serve High-Net-Worth FamiliesCoordinated planning for families with complex, multigenerational wealth, brought together under one trusted relationship. Corporate ExecutivesGuidance for equity compensation, career transitions, and the financial complexity that comes with senior leadership. Individuals & FamiliesPersonal planning for you and your family, centered on your goals and the people who matter most. Business Owners & EntrepreneursPlanning that connects your business and personal finances through growth, transition, and your eventual exit. Recognized for Excellence in Wealth Management Northern Virginia MagazineTop Financial Professionals List for 2026Northern Virginia Magazine named W. Kirk Taylor a 2026 Top Financial Professional, based on peer referral surveys. Read Blog Post Washingtonian MagazineTop Financial Advisers List for 2026Washingtonian asked hundreds of local accountants, attorneys, and advisers whom they would trust with their own money. Read Blog Post Meet W. Kirk Taylor, CFP® For over 35 years, Kirk has helped individuals, executives, and families make sense of complex financial decisions. He started Kirk Capital Advisors to prove that good advice can feel personal, not transactional. That belief still runs the firm today. Every plan is built on a real understanding of the person behind it, and a commitment to clarity and confidence at each step. Schedule a Consultation Frequently Asked Questions About Working With Us What makes Kirk Capital Advisors different from other wealth management firms? We’re a fee-only, fiduciary firm, which means we’re legally required to put your interests first. We pair modern planning technology with an advisor who knows you personally, and we plan for your whole family, not just your portfolio. What does it mean that you're fee-only and a fiduciary? Fee-only means we’re paid directly by you, not through commissions or product sales, so our advice stays free of hidden conflicts. As a fiduciary, we’re legally required to act in your best interest. Do you coordinate with my accountant and attorney? Yes. We work alongside your CPA and attorney so your financial plan, your taxes, and your legal documents pull in the same direction. We handle the planning and coordinate the rest. How do I get started? It starts with a conversation, not a commitment. Schedule a call and we’ll talk through where you are and what you’re hoping for, then map out what working together could look like. Who do you work with? We work with families, corporate executives, business owners, and high-net-worth families across Northern Virginia and the greater DMV. If you’re not sure whether we’re a fit, we’d love to talk. Our Trusted Partners Latest Insights Fee-Only vs. Commission Advisors: What the Fiduciary Standard Really Means for You08.24.26Not all financial advisors must act in your best interest. Learn what the fiduciary standard means for high-net-worth families.Read More Summer Liquidity Planning: Funding a Second Home Without Derailing Retirement08.17.26Funding a second home from your portfolio can trigger tax and retirement risks. Learn how high-net-worth families plan the purchase.Read More A Mid-Year Portfolio Checkup: What Corporate Executives Should Review Before Q308.10.26Before Q3 closes the trading window, executives should review concentrated stock, RSU vesting, and 10b5-1 plans. Here is where to start.Read More Start the Conversation Whatever you’re focused on- retirement, investments, tax and estate coordination, or the future of your business- we bring the pieces together into one coordinated plan. If you’d like a fee-only, fiduciary advisor in your corner, we’d love to talk. 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