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Life is lived between the numbers.

Our Mission

To serve as a committed fiduciary offering flexible, objective financial advice that meets clients where they are on the path to financial stability.

Welcome to Grey Kirwan Financial

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A full-service firm specializing in planning for pre-retirees, “sandwich” generation and women. As personal financial professionals, we can:
 

  •  Help you clarify and define your goals 
     

  •  Recommend solutions that fit your needs
     

  •  Deliver timely information
     

  •  Explain how changing financial conditions affect you
     

  •  Monitor your  financial progress
     

  •  Make investment planning easier


Feel free to browse our site. You'll find a variety of articles and calculators that we hope will answer your questions or stimulate your interest.
 

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If you have any questions, please call us at 703-592-3944 or e-mail us at info@greykirwan.com. We look forward to talking with you.

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Our Services

Grey Kirwan Financial offers financial management and advice in the following key areas:

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About Us

At Grey Kirwan Financial, we believe that a plan is a powerful tool. Please call today if you think your plan is out-of-date.

Calculators

​You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

View Videos
HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Charitable Gifts of Life Insurance

Explains using life insurance to make meaningful charitable donations.

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Online Shopping in the Tariff Era

Even small online purchases that are shipped from outside the United States must now pass through customs - and are likely to incur duties.

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HOT TOPIC: Trade Roundup: New Tariff Actions and Rates

This article explains newly implemented and upcoming tariffs and their potential economic impact.

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College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Credit Card Debt

How Long Will It Take to Pay my Balance?

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