Financial Advisors for High-Net-Worth Families When your financial life grows more intricate, you deserve coordinated, personal wealth management advice. From our Northern Virginia office, we help you grow, protect, and pass on what you’ve built. Home › Who We Serve › Financial Advisors for High-Net-Worth Families Wealth Deserves a Personal Touch Greater wealth often means more moving parts: investments, taxes, estate considerations, and the goals of more than one generation. We bring these pieces together under one relationship and, as a fee-only fiduciary firm, keep our advice focused on your family. Our boutique size means we know you well and plan for the long term. What You Can Expect: Coordinated, whole-picture planning Fee-only, fiduciary advice A multigenerational focus Personalized investment management A team that knows your family Schedule a Meeting How We Help High-Net-Worth Families We shape our work around the complexity of your situation. These are areas we often help with. Generational Wealth PlanningWe help families think through how to grow, protect, and transfer wealth thoughtfully across generations. Coordinated Investments & PlanningYour portfolio and your plan are designed to work together, not in isolation. Estate & Gifting ConsiderationsWe coordinate with your attorney and CPA on strategies that reflect your wishes. The Whole FamilyWe welcome your children into the conversation early, part of our “kids eat for free” philosophy of planning together across generations. Wealth, Family, and the Future Your wealth represents years of effort and the people you care about. Let’s build a plan designed to honor both, today and for the next generation. Schedule a Meeting Why Families Trust KIRK 01Fiduciary, Fee-OnlyOur fee-only structure keeps advice free of hidden conflicts and focused on your family. 02Boutique AttentionOur team is small enough to know you well and catch what others miss. 03Multigenerational by DesignWe plan for today and for the generations that follow. 04Modern Advice, Human JudgmentWe pair modern technology with an advisor who knows your story. Frequently Asked Questions Do you have an account minimum? We don’t publish a minimum. The right fit is less about a number and more about your goals and whether our approach suits your family’s needs. How do you coordinate with our attorney and CPA? We work alongside your existing professionals so your legal, tax, and financial decisions support one another rather than working at cross purposes. Can you plan across generations? Yes. Multigenerational planning is central to how we work, and we welcome your children into the conversation early. Is your advice really conflict-free? We’re a fee-only, fiduciary firm. That model aligns our advice with your interests rather than commissions or product sales. Our Trusted Partners We’re a fee-only, fiduciary firm in Vienna, Virginia, recognized by Northern Virginia Magazine and Washingtonian, working with established custodians and research partners. Insights & Resources Perspective for DMV families on wealth, family, and long-term planning. 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’d like a coordinated, personal approach to your family’s wealth, we’d love to hear what matters most to you. Schedule a Meeting
