Wendell Charles Financial

Specialties

Financial advisor and Forbes contributor, Evan Kirkpatrick, provides clients with custom financial plans detailing retirement scenarios and investment goals. Utilizing a data driven approach and powerful technology tools, Evan is able to make complex strategies easy to understand and applicable to your personal situation. Evan and his team make investment recommendations and manage your portfolio, but also commit to quarterly meetings and ongoing financial planning to keep you on track. Whether it’s a charitable account, college savings, IRA’s, or 401(k) rollover, or other investment needs, we are happy to assist you. Please reach out for a complimentary consultation to see if it’s a good fit to work together.

History

Established in 2011.

Wendell Charles Financial was founded in January of 2011 by Evan Kirkpatrick after beginning his career at a Fortune 100 financial firm and serving as a senior investment consultant for a boutique wealth management and corporate benefits company. Named for Evan’s grandfather, Wendell Charles Kirkpatrick, WCF builds custom financial plans and investment strategies for individuals.

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

Meet the Business Owner

Evan K.

Business Owner

Evan Kirkpatrick is the founder of Wendell Charles Financial. In addition to writing his «Influential Capital» column at Forbes, Evan has been featured or quoted by various news outlets including CNBC, the Wall Street Journal, and CBS radio.

As an independent financial advisor and financial planner, Evan works directly with clients to develop a custom strategy utilizing his experience, team, and powerful technology tools.