A complete list of active advisors currently associated with Kirkey & Co. Financial Advisors, Inc.

Warmer can help you find a great advisor at Kirkey & Co. Financial Advisors, Inc. or one who fits your needs even better.

Kirkey & Co. Financial Advisors, Inc. is a two‑advisor registered investment adviser that provides discretionary asset management and financial planning to individuals — including high‑net‑worth clients — as well as trusts, estates, retirement plan participants, and business entities. As of December 31, 2025 the firm reported managing approximately $76.6 million across about 63 client relationships. The firm tailors investment programs to each client’s objectives and risk tolerance, using a mix of fundamental, technical, cyclical, and quantitative analysis alongside modern portfolio theory; most client accounts are managed on a discretionary basis and reviewed at least quarterly. KCFA implements strategies using mutual funds, ETFs and, when appropriate for a client’s profile, alternative or private investments, and it draws on research from sources such as Morningstar and Schwab. A distinguishing feature is the firm’s affiliation with an accounting practice: the principal owner also operates Kirkey & Co., Inc., CPAs, and clients above certain asset levels may receive tax preparation services from the affiliated CPA firm. The combination of CFP and CPA expertise within a small, two‑advisor team and the explicit coordination of tax and investment advice is less common among similarly sized advisory practices.

To learn more about the advisors currently working at Kirkey & Co. Financial Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.