Kirkby Wealth Advisory Group
After nearly four decades in wealth management, we've learned that the advisor-client relationship goes far beyond market performance, asset allocation, or even retirement planning. It’s a relationship built on trust, empathy, and deep understanding often forged through life’s most vulnerable moments. These values are shared by every member of the Kirkby Group and are foundational to our mission of helping every client achieve peace of mind. Our practice is built on relationships - relationships within our team and relationships with our clients. These values have guided us since day one - and they will continue to do so as our team evolves and we support the clients and families we serve, today and for generations to come.
Trust isn’t built when markets are booming. It’s built when things get tough - when portfolios drop, when family crises hit, or when hard choices have to be made. Those are the moments clients remember: who called, who listened, who stayed steady.
Early days, we thought our job was to talk - explain, predict, advise. Over time, we realized that the best advisors are the best listeners. Clients don’t always say what they need outright; they reveal it in stories, concerns, and hopes. Listening deeply is how we get to what really matters.
Behind every financial decision is a personal story: an aging parent, a child with special needs, a fear of running out, a dream of leaving a legacy. Understanding the emotional context is just as important as understanding the numbers.
Being consistently present, honest, and dependable builds more confidence than outperforming benchmarks. Clients want to know someone’s looking out for them and that their goals - not just their money - are being managed thoughtfully.
The best client relationships are collaborative. We bring experience and insight; clients bring their values and goals. Together, we craft a strategy. And when it works best, clients don’t just see us as their advisory team - they see us as their advocate, their sounding board, sometimes even a part of the family.
