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- Custodian
- Charles Schwab & Company · JP Morgan
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-06-2021
- Office Locations
- 1
Office Locations
About Kirwin Financial LLC
Kirwin Financial LLC is a fee-only, fiduciary CFP practice serving couples and families in their 30s–50s navigating career shifts, home buying, growing families, and long-term goals. The firm delivers comprehensive planning across cash flow, tax strategy, insurance, estate planning, and college funding roadmaps, with ongoing planning and optional investment management. Works alongside a referral network (e.g., CPAs/attorneys); custody includes Schwab.
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Investment Themes
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Platform
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Owner & Executives
Jessica Weathers Kirwin
Advisor, Chief Compliance Officer, Owner
- CRD
- #6773663
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,606,581 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,606,581 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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