KIRKEY & CO. FINANCIAL ADVISORS, INC.

Overview

Kirkey & Co Financial Advisors, Inc. is a small, independent registered investment adviser that focuses on delivering financial planning and portfolio management to individuals and families, including small-business owners. The firm charges fees on a percentage-of-assets basis and also offers hourly and fixed-fee engagements, which supports a mix of comprehensive planning and ongoing asset management relationships. Advisory services listed include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm is not positioned as an ESG specialist and operates without a multi-state adviser footprint. Investment activity is centered on publicly available pooled vehicles for the bulk of client assets, with a notable allocation to mutual funds. Kirkey & Co supplements those core holdings with allocations to third-party alternative managers when appropriate, using external specialists for private equity, hedge funds and real estate exposure. The firm appears to work alongside accounting professionals as part of its client-service ecosystem.

Assets & Accounts

Investments & Alternatives

Location & Offices