Talking Money
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 will it take for you to retire comfortably and remain comfortably retired?
Bringing Your Entire Picture Together, One Piece at a Time
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.
Our Services
Focused on You
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.
Learn more“All financial success comes from acting on a plan. A lot of financial failure comes from reacting to the market”
- Nick Murray- Simple Wealth, Inevitable Wealth
Designed for you
A New Approach to Planning
The day that you cross the threshold into retirement you are going to face two doors
Learn more“Wealth is more often the result of a lifestyle of hard work, perseverance, planning, and, most of all, self-discipline”
- Thomas J. Stanley - The Millionaire Next Door