Kirkby, Phelan & Associates Email Format

AccountingIllinois, United States11-50 Employees

Kirkby, Phelan & Associates is an independent accounting and investment management firm serving individuals and small businesses. Based in Bloomingdale, Illinois, the practice traces its founding to 1970 and emphasizes long-term relationships built on attentive listening, prompt responsiveness, and proactive tax planning to support a secure financial future. Through its affiliation with LPL Financial, the firm can access a broad range of financial tools while maintaining a boutique client relationship.

Its services cover tax planning for individuals and businesses, alongside retirement planning and asset management, with offerings including Roth IRAs, college savings plans, and various retirement vehicles. The practice also provides risk management products such as life and long-term care insurance, portfolio management, and retirement-plan administration like 401(k) and 403(b) plans, in addition to succession planning. The client base comprises individuals and small businesses seeking integrated financial guidance with a focus on tax efficiency.

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