2300 Lakeview Pkwy
Welcome To Kilpatrick Advisors
Goal Focused. Plan Driven. Kilpatrick Advisors.
2020 Tax Planning Whitepaper
The countdown begins. Once the clock rolls us into 2020, tax season gets underway. The old calendar year, 2019, will have officially been put to rest.
Tune in to “Talking Money” episodes free, on demand. Join Behavioral Financial Advisor™ Steve Kilpatrick as he discusses current topics related to finance and retirement.
What We Do
"Plan your work and work your plan."- Napoleon Hill
Life is full of milestones. Starting your career, getting married, growing your family, starting a business, and retiring are just some of the amazing things we go through in life. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate life.
At Kilpatrick Advisors, we approach your financial picture from a wide angle lens and build long-term, trusted relationships while working to pursue your goals. To us, you’re not just a number or portfolio. You are our priority and we have built our firm around helping you succeed. Contact us today to get started.
Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.
- Nick Murray- Simple Wealth, Inevitable Wealth
The day that you cross the threshold into retirement you are going to face two doors
- Thomas J. Stanley - The Millionaire Next Door