A complete list of active advisors currently associated with Kirwin Financial LLC
Warmer can help you find a great advisor at Kirwin Financial LLC or one who fits your needs even better.
Kirwin Financial LLC is a state-registered, fee-only advisory firm that serves individuals and families with project-based financial planning, ongoing (continuous) financial planning, and discretionary investment management. Its planning services include comprehensive financial plans, cash flow and debt management, retirement and estate planning, business planning, and college planning roadmaps. The firm emphasizes strategic asset allocation and primarily passive investment management using index mutual funds and ETFs, applies Modern Portfolio Theory, and can delegate portfolio implementation to a third‑party sub‑advisor (GeoWealth) when appropriate. Continuous planning and investment management are delivered after a client completes a comprehensive financial plan, with periodic reviews tailored to client needs and household-level portfolio oversight. Compared with many peers, the firm offers educational workshops and speaking engagements (charged at $0–$100 per participant and delivered in person or virtually), a service that is relatively uncommon among similar independent advisers. It also highlights college-planning specialization—holding a Certified College Financial Consultant designation, providing a College Planning and Funding Roadmap (typically 4–7 hours with three months’ access to college funding software), and adding 529 plan guidance including recommendation of Utah’s my529 —features that expand its planning offerings beyond standard individual advisory services.
To learn more about the advisors currently working at Kirwin Financial LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Issaquah, WA
| 9
|
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