The Giving Guy

We help successful individuals, families, and organizations turn wealth into lasting impact. Our mission is to simplify your finances, reduce your tax burden, and build a strategy that amplifies your wealth and leaves a lasting legacy.

The Giving Guy

We help successful individuals, families, and organizations turn wealth into lasting impact. Our mission is to simplify your finances, reduce your tax burden, and build a strategy that amplifies your wealth and leaves a lasting legacy.

The Giving Guy

We help successful individuals, families, and organizations turn wealth into lasting impact. Our mission is to simplify your finances, reduce your tax burden, and build a strategy that amplifies your wealth and leaves a lasting legacy.

Your wealth, your legacy. Let’s make it count.

Charitable giving strategies

Maximize impact and tax savings with expertly structured giving strategies and philanthropic planning.

Estate & trust planning

Build a legacy that reflects your values and supports loved ones with clarity and confidence.

Longevity & retirement planning

Tailored income strategies and aging-in-place planning to support your future and giving goals.

Portfolio management

Evidence-based investing aligned with your goals, values, and risk tolerance for long-term growth.
Philanthropists
Real Estate and Land Owners
501(c)(3) Organizations and Foundations
Executives
Business Owners

Who we empower

We help clients use their wealth to secure their future and create lasting impact for the causes they care about.

Your Retirement Planning Roadmap

A clear, step-by-step process to help you retire with confidence, create reliable income, and reduce taxes – all with no pressure.

Step 1: Right Fit Call

A short, friendly call to get acquainted and see if working together makes sense. No pressure – just a chance to learn about your goals and share how we can help.

Step 2: Discovery

In a relaxed planning session, we’ll explore your priorities, your financial picture, and what retirement truly means to you – so we can build a plan around your life, family, and legacy.

Step 3: Behind-the-Scenes Analysis

Afterward, we’ll dig into the details – analyzing your numbers, uncovering tax opportunities, and crafting a strategy that supports your income needs and long-term goals.

Step 4: Your One-Page Retirement Plan

We’ll review a clear, personalized plan – all on a single page – showing exactly how to generate income, reduce taxes, and maximize the wealth you’ve built.

Step 5: Sleep Before You Sign

No rushed decisions here. You’ll have time to review the plan, reflect, and discuss. Then we’ll reconnect to answer any questions and decide together on next steps.

Step 6: Get Started with Confidence

When you’re ready, we’ll schedule a quick onboarding meeting and send secure digital paperwork – so you can move forward with clarity and peace of mind.

Why partner with The Giving Guy?

Your best interest is our only interest. As CFP® professionals, we’re legally bound to put you first.

Minimize taxes, maximize impact. We design giving and investment plans with advanced tax-efficient strategies.

Your values, your vision. We align your financial plan with what matters most to you — not just your bottom line.

Decades of insight, Fortune 500 backing. Benefit from proven expertise and a disciplined approach to financial planning and investment management.

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Go Farther

*This chart is solely for informational purposes and should be considered only as a hypothetical situation. Investing in securities involves potential risks, including loss.

A sophisticated wealth platform that makes your life simpler

Our proprietary platform includes everything you need to easily, confidently manage your wealth — and nothing you don’t.

  • See your wealth in action
    Get a holistic view of your finances, all in one place.
  • Effortless to control
    A simple dashboard allows you to make changes to your portfolio directly.
  • Save time and hassle
    Get the answers you’re looking for at the click of a button.

The security of your assets is our top priority

  • Investments insured by SIPC up to $500K for each account
  • Your data is encrypted when stored and on the move
  • Your money is backed by trusted custodians, including Pershing, Apex, and Schwab

Kirk Barrett

Vice President, Wealth Advisor
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Qualifications & Experience

  • CERTIFIED FINANCIAL PLANNER®
  • Enrolled Agent
  • MBA in Finance
  • BBA in Finance

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Ready to Build Your Life of Purpose and Prosperity?

Let's discuss how tailored financial planning and strategic giving can amplify your legacy and secure your future.

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