Executive Advisory Services A trusted wealth advisor for the financial complexity that comes with leadership. We work with executives across Northern Virginia on equity compensation, career transitions, and the planning that comes with both. Home › Business Retirement Consulting › Executive Advisory Services Guidance for the Demands of Leadership Executives face decisions most planning doesn’t address, including equity awards, concentrated stock, deferred compensation, and the transitions that come with senior roles. We serve as a steady advisor and sounding board, helping you organize the pieces and coordinate with your other professionals. That’s part of the KIRK Confidence Experience℠. We offer equity compensation guidance, tax-aware coordination with your CPA, transition and retirement planning, and a confidential sounding board for the decisions in between. As a fee-only, fiduciary firm, we’re legally required to put your interests first. Schedule a Meeting Why Executives Choose KIRK Our fee-only structure keeps advice free of hidden conflicts and focused on you. We handle the complexity so you can stay focused on your work, not on chasing down the moving parts of your compensation. We work with your CPA and attorney so the pieces fit together, and we pair modern technology with an advisor who knows your situation. From our office in Vienna, Virginia, we give a demanding career the steady financial partner it deserves. How We Support Executives Equity & Concentrated StockWe help you understand how options, RSUs, and concentrated positions fit into your broader plan. Tax-Aware CoordinationWe consider the tax impact of your compensation decisions and coordinate the details with your CPA. Transition & Next ChapterWe help you plan for the next chapter of your career, including retirement, a board seat, or your next venture. Ongoing Executive AdvisoryWe act as a confidential sounding board for the financial decisions that come with leadership. Deferred Compensation PlanningWe help you factor deferred compensation elections and payouts into your broader plan, in coordination with your CPA. Coordinating Your Full Compensation Picture Salary, bonus, equity, and deferred pay rarely move in sync, so we help you see them as one picture. A Partner for Every Chapter of Your Career Your career has created real opportunity and real complexity. Let’s make sure your financial plan keeps pace, with less stress and more clarity. Schedule a Meeting FAQs What does executive advisory include? It’s a flexible, ongoing relationship focused on the financial decisions that come with leadership, including equity compensation, transitions, and the planning that connects them. Can you help with equity compensation like RSUs and stock options? Yes. We help you understand how your equity fits into your overall plan and coordinate with your CPA on the tax considerations. Do you coordinate with my CPA and attorney? Yes. Coordinating with your existing professionals helps your decisions support one another. What happens to my equity and accounts when I leave my role or retire? We help you plan the transition in advance, including your equity, your retirement accounts, and the goals of what comes next. Do you offer executive financial advisory in Northern Virginia? Yes. We work with corporate executives and founders across Northern Virginia and the greater DMV on equity compensation, transitions, and the planning that connects them, from our office in Vienna. Start the Conversation If you want a steady advisor for the financial side of a demanding career, we’d love to talk. Schedule a Meeting
