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8229 Boone Boulevard,
Suite 300,
Vienna, VA 22182

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Kirk Capital Advisors

Kirk Capital AdvisorsKirk Capital Advisors logo

Financial Advisor in Northern Virginia

  • What We Do
    • Business Retirement Consulting
      • 401(k) Consulting
      • Executive Advisory
      • Exit Planning
      • Succession Planning
    • Generational Wealth Planning
      • Estate Planning
      • Family Office Services
      • Gifting & Legacy Strategies
    • Retirement Planning
      • Distribution Planning
      • Social Security & Medicare Planning
    • Financial Planning
      • Tax Planning
    • Investment Management
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  • Who We Serve
    • High-Net-Worth Families
    • Corporate Executives
    • Families
    • Business Owners
  • About
    • Meet the Team
    • Why Kirk Capital Advisors
    • Our Story
    • Careers
  • Blog
  • Resources
    • Blog
    • FAQs
    • Planning in Your 40s
    • Planning in Your 50s
    • Planning in Your 60s
  • Contact
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About Us

We are a fee-only, fiduciary wealth management firm in Vienna, Virginia, serving families and professionals across Northern Virginia with personal, commission-free advice.

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Fiduciary Wealth Management in Northern Virginia

Kirk Capital Advisors brings your whole financial life together under one relationship. We connect your planning, your investments, and the coordination that keeps everything working, so you have one team and one clear plan instead of a dozen loose ends. It’s wealth management built around your goals and your family.

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What We Stand For

Integrity

We act openly and honestly, and we do the right thing in every part of our work.

Excellence

We value discipline, accountability, and continuous improvement, and we are willing to question consensus when something does not add up.

Connection

We take time to understand your character, your goals, and your family. Relationships are the heart of what we do.

Vision

We look ahead with optimism and stay curious about what is changing, so your plan is ready for the future.

W. Kirk Taylor, CFP®

A Word From Our Founder & President

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 & President

How We Work

We Listen

We start by getting to know you, your family, your goals, and what matters most to you.

We Build Your Plan

We build a plan that connects your investments, your taxes, and your long-term goals into one picture.

We Put It to Work

We put the plan into action and coordinate with your CPA and attorney so everything fits together.

We Stay With You

We meet regularly and adjust the plan as your life and the markets change.

Let’s Build Your Plan Together

A good plan starts with a conversation. Tell us your goals and we’ll show you what working with KIRK looks like.

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How We’re Different

Plenty of firms can manage your money. Fewer take the time to understand your whole life and plan around it. Here’s what sets KIRK apart.

It comes down to where we start. Instead of leading with a portfolio, we begin with your life, your family, and your goals, then build the plan around what you want your money to make possible. It’s a more personal way to work, and it shapes everything we do.

Fee-Only & Fiduciary

We’re paid only by you and legally required to put your interests first, so advice stays free of hidden conflicts.

Family at the Center

We plan for your whole family and welcome the next generation into the conversation early.

Boutique Attention

We’re small enough to know you personally and give your plan the time it deserves.

Modern Planning Tools

Up-to-date technology that keeps your plan current and your decisions well-informed.

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Our Story

Kirk Capital Advisors grew out of a simple frustration. After more than three decades in the industry, W. Kirk Taylor kept meeting people who felt like account numbers instead of clients.

He started KIRK in 2020 to do it differently, with the time to understand each family and the freedom to give advice with no strings attached. That’s still how the firm works today, serving families and professionals across Northern Virginia.

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Get to Know Us

The best way to understand how we work is a conversation. We’d love to hear about your goals and share more about KIRK.

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Kirk Capital Advisors

Kirk Capital Advisors, LLC is a different breed of wealth management firm, helping you bridge the gap between where you are now and where you desire to be, one confident step at a time.

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  • What We Do
    • Financial Planning
    • Generational Wealth Planning
    • Investment Management
    • Retirement Planning
    • Business Retirement Consulting
  • Who We Serve
    • High-Net-Worth Families
    • Corporate Executives
    • Families
    • Business Owners & Entrepreneurs
  • About
    • Blog
    • Client Portal
    • FAQs
    • Resources
    • Schedule A Call

Kirk Capital Advisors, LLC is an SEC registered investment adviser headquartered in Vienna, Virginia. For more information about Kirk Capital Advisors, including its advisory services, fees, portfolio management, methods and investment strategies, and potential conflicts of interest, please read our Firm Brochure (Form ADV Part 2A) and Client Relationship Summary (Form CRS). Kirk Capital Advisors is not a law firm and does not provide legal advice.

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