Financial Advisors for Business Owners & Entrepreneurs Your business and your personal wealth are deeply connected. We provide wealth management for entrepreneurs and business owners across Northern Virginia, planning for both today’s operations and tomorrow’s exit. Home › Who We Serve › Financial Advisors for Business Owners & Entrepreneurs For the Wealth You Are Building When you own a business, your financial life and your company are intertwined. We help you coordinate the two, planning for personal goals, retirement, and the transition or sale that may lie ahead. As a fee-only fiduciary firm, we keep our advice conflict-free. What You Can Expect: Personal and business coordination Retirement plan guidance Exit and succession planning Tax-aware strategies Fee-only, fiduciary advice Schedule a Meeting How We Help Business Owners We help you connect the success of your business to your personal goals. These are areas we often work on. Owner Financial PlanningWe help you align personal cash flow, saving, and goals with the realities of running a business. Business Retirement PlansWe provide guidance on workplace retirement plans, including corporate 401(k) options for you and your team. Succession & Exit PlanningWe help you think through the eventual transition or sale of your business and what comes next. Investing Your ProceedsWhen a liquidity event arrives, we help you put the proceeds to work toward your long-term goals. Build, Protect, and Transition You’ve poured yourself into your business. Let’s build a plan that connects it to your personal goals, today and when it is time for your next chapter. Schedule a Meeting Why Owners Choose KIRK 01Fiduciary, Fee-OnlyOur fee-only structure keeps advice free of hidden conflicts and focused on you. 02We Speak OwnerWe understand how personal and business finances intertwine. 03Coordinated ExpertiseWe work with your CPA and attorney so the pieces fit together. 04Modern Advice, Human JudgmentWe pair modern technology with an advisor who knows your business. Frequently Asked Questions Do I need a certain amount of money to work with you? We do not publish a minimum. We work with a range of clients, including younger professionals getting organized and established multi-generational families. The right fit comes down to your goals and whether our approach suits your needs. Are you fee-only? Yes. We are a fee-only, fiduciary firm. That means our advice is paid for by you, not by commissions or product sales, so it stays focused on your interests. Will you work with my CPA and attorney? Yes. Coordinating with your CPA and attorney helps keep your plan aligned, so your tax, legal, and financial decisions support one another. How often will we meet? That depends on your needs and stage of life. We stay in regular contact and revisit your plan as your circumstances change. Our Trusted Partners We’re a fee-only, fiduciary firm in Vienna, Virginia, recognized locally and supported by established custodians and research partners. Insights & Resources Perspective for owners on growth, planning, and transition. 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 If you want a partner who sees your business and your wealth as one picture, we’d love to talk. Schedule a Meeting
