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Clients

Our Mission

How We Work

Our mission is to get to know and understand your needs, wants, and long-term goals. We understand the challenges our clients face today.

From managing taxes to saving for college to retirement to estate planning, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you achieve your goals.

As both Fiduciaries and Fee-Only advisors, it is our mandate that we put the interests of our clients first.  With this mindset, we seek to develop and implement strategies that focus on you as our highest priority.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.  As fiduciary advisors, we follow the guidance issued the College for Financial Planning (CFP) Board and the Financial Planning Association (FPA) in serving our clients. This is an in-depth process of getting to know our clients, understanding their needs, wants and wishes. developing a plan to achieve those goals and then helping them implement and monitor that strategy.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.  While  Kirkey & Co has its origins as tax professionals, we’ve been quietly providing financial planning and wealth management to many of those same tax clients for over 30 years.  In recent years, the financial planning practice has grown rapidly and is now the majority of what we provide to clients throughout the year.

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