Our Story KIRK began with a belief that wealth management should feel personal, transparent, and built around the whole family. Home › Our Story Why We Started KIRK After more than three decades advising client families, founder W. Kirk Taylor, CFP®, kept seeing the same thing. People wanted more than mobile apps and round-the-clock account access. They wanted transparency, commission-free advice, and an advisor who understood their family. So in 2020, he founded KIRK in Vienna, Virginia, a new kind of wealth management firm. Schedule a Meeting What Drives Us We built a client experience that goes well beyond what traditional banks and brokerages offer, one we call the KIRK Confidence Experience℠. We pair a carefully built investment and planning platform with something technology cannot replace: people who care. Because computers do not care, and people make the difference. “At KIRK, we treat every client like they’re our only client.” — W. Kirk Taylor, CFP® Founder & President A Wealth Management Firm Built Around You Personal, fee-only advice for families and professionals across Northern Virginia. See what that looks like for you. Schedule a Meeting What We Believe Advice Without ConflictsFee-only and fiduciary, so our advice is always yours alone. The Whole FamilyWe plan for every generation, not just one account holder. People Over ProductsReal advisors who know you, backed by modern planning tools. In It for the Long RunWe stay with you and adjust as life changes. Be Part of the Next Chapter We’d love to hear your story and talk through how we might help. Schedule a Meeting
