Kirsch & Associates logo

Kirsch & Associates Employee Directory

Financial ServicesTexas, United States0-1 Employees

Kirsch & Associates is a financial services firm that provides wealth management and financial transition coaching for individuals experiencing major life changes. It supports clients facing events such as widowhood, divorce, or retirement by helping them articulate their values and align their wealth with those values. The firm operates a formal process called The TruWealth Process to integrate financial, tax, and legal considerations in collaboration with other professionals. It was founded in 1990 by Joy Davis Kirsch, a Certified Financial Planner®, and is based in Southlake, Texas.

Its approach combines a holistic view of finances with practical design ideas, organization of financial affairs, and coordination with other advisors such as attorneys or accountants to implement plans. As a small practice within the financial services sector, Kirsch & Associates emphasizes aligning wealth with clients' life goals and providing coaching through transitions.

Find Kirsch & Associates employees' phone numbers or email addresses

Kirsch & Associates Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

Kirsch & Associates's Leadership

  • Stylized image of a person
    J. K.
    Owner, Financial Planner
    Phone icon

Kirsch & Associates Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Program & Project Management
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Kirsch & Associates

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. K.
    Owner, Financial Planner
    Phone icon
    United StatesTexas
    Mar 24, 2026

Frequently Asked Questions

What is Kirsch & Associates known for?

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Kirsch & Associates operates in the Financial Services industry. The company's main headquarters is located in 2625 East Southlake Boulevard Suite 100 Southlake, Texas 76092 United States; you can contact the main corporate office by phone at . Explore Kirsch & Associates's company overview page for more information.

What is Kirsch & Associates's most common email format?

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Kirsch & Associates employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Kirsch & Associates email formats with LeadIQ.

How many employees does Kirsch & Associates have currently?

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Kirsch & Associates has approximately 1 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Kirsch & Associates's key employees and leadership?

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As of February 2026, Kirsch & Associates's key employees include:

  • Owner, Financial Planner: J. K.

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