At Kirsch Wealth Advisors, we believe wealth is most meaningful when it is aligned with purpose. It has the power to support the life you want to live, care for the people you cherish, and create a lasting impact for future generations.
We work with families who understand that abundance is not measured solely by what they have accumulated, but by how thoughtfully they use their resources. Through trusted relationships and thoughtful planning, we help clients navigate important financial and estate decisions with clarity and confidence.
From our offices in Largo, Florida and Littleton, Colorado, we provide the personal attention of a boutique advisory firm, supported by the strength and resources of LPL Financial. The result is a planning experience that is both deeply personal and sophisticated—designed with the goal of helping you live well today while building a meaningful legacy for tomorrow.
Tracking #: 840562
Our founder, Todd Kirsch, holds a Juris Doctor (JD), the CERTIFIED FINANCIAL PLANNER ® certification, and insurance-related designations — a combination that brings legal insight, wide experience, and creative strategies to our comprehensive financial planning approach.
This allows us to deliver the level of attention, expertise, and coordination our clients expect.
Begin a Relationship Built on Trust
The most important financial decisions are rarely measured in dollars alone. They shape the lives of the people you care about, the values you pass forward, and the legacy you leave behind.
If you are looking for a wealth and estate planning relationship grounded in trust, stewardship, and thoughtful guidance, we invite you to begin a conversation with our team.
Unlike firms that treat estate planning as a referral or afterthought, estate planning is a core service at Kirsch Wealth Advisors. We provide estate planning services and can assist clients with drafting estate planning documents* in all 50 states, allowing us to:
*Estate planning documents drafted through Wealth.com.
Tracking #: 1079088
Wealth is about more than accumulation. At its best, it reflects the values you hold, the people you care about, and the legacy you hope to leave behind.
Financial resources may be abundant, but clarity about how to use them wisely is often harder to find. The most meaningful decisions require more than information—they require thoughtful judgment, perspective, and purpose.
Our role is to help clients bring intention to their wealth by aligning financial decisions with what matters most. Through a comprehensive, purpose-centered planning process, we seek to provide the clarity and confidence needed to steward resources thoughtfully, live generously, and create lasting impact for future generations.
At Kirsch Wealth Advisors, we are committed to building relationships built on trust, transparency, and serving your best interests.
For our clients, wealth is not simply a financial asset. It represents the opportunity to live with greater intention, freedom, and confidence.
It provides the ability to:
We believe abundance is not measured solely by what you accumulate, but by how thoughtfully you use your resources to enrich your life and the lives of others.
Our philosophy is rooted in helping clients align financial, estate, and legacy decisions with what matters most. When wealth is guided by purpose, it becomes more than a source of financial well-being — it becomes a source of confidence, continuity, and meaning for generations to come.
We begin by understanding your goals and concerns, values, family history and dynamics, and intentions.
We integrate investments, retirement planning, tax considerations, insurance protection, and estate planning into a cohesive strategy.
Recommendations are implemented deliberately, with a long term impact in mind.
As life evolves, we provide ongoing guidance to help you navigate changes and opportunities with confidence.
At Kirsch Wealth Advisors, our team is united by a shared belief that wealth should be stewarded with care, intention, and responsibility.
Clients work with a close knit team that delivers the personal attention of a boutique firm — backed by the institutional strength, technology, and resources of LPL Financial.
Todd Kirsch is the founder of Kirsch Wealth Advisors and serves as an advisor to individuals, families, and business owners navigating complex financial and estate planning decisions.His philosophy is grounded in a patient and disciplined approach to planning. He and his team help clients stay away from the media headlines and focus on their long-term goals. He believes that the purpose behind money is what’s most important. He encourages clients to use their wealth intentionally to support their lives, families, charities, and long term legacy.
Holding both a Juris Doctor (JD) from Boston University and the CERTIFIED FINANCIAL PLANNER ® certification along with many years working in the insurance industry, Todd brings a combination of legal insight and comprehensive financial planning expertise to his clients. This background allows him to thoughtfully integrate investment strategy, retirement planning, and estate planning into a coordinated, values aligned approach.
Todd has a wife, three adult children, and the coolest dog ever named Muddy.
Todd has been deeply influenced by both eastern and western thought on the energy and spirit behind money. He doesn’t bring it up, but feel free to ask him about these thoughts.
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks , CFP®, and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks , CFP®, and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Financial Advisor
Diego Gallardo Antunez is Relationship Manager at Kirsch Wealth Advisors. He earned his BS in Biology with a minor in Business at Metropolitan State University of Denver. Prior to joining the firm, Diego worked for Empower Retirement and helped answer questions on 401k plans. Outside of work, Diego lives an active lifestyle and enjoys all of Colorado’s outdoor activities, mainly hiking 14ers and snowboarding. Diego speaks fluent Spanish and English.
Director of Operations
*Not registered with LPL Financial
*Not registered with LPL Financial
Every client relationship at Kirsch Wealth Advisors is supported by:
We believe strong relationships and thoughtful collaboration lead to better outcomes.
Across our team, clients can expect:
Kirsch Wealth Advisors is compensated through fees associated with the advisory services we provide. These may include:
Fees are discussed clearly and openly before any engagement begins, so clients understand exactly how we are compensated and what services are included. There are no hidden costs, surprises, or pressure to proceed.
Our work is intentionally tailored. Publishing a simplified fee table can be misleading for clients whose needs vary widely based on:
Instead, we focus on understanding your situation first — and then outlining a fee structure that is fair, transparent, and aligned with the value provided.
A Secure Connection to Your Financial Journey
Thoughtful planning begins with clarity and organization. Our secure Client Portal gives you convenient access to your financial information, important documents, and account resources—all in one place.
Designed to support the ongoing relationship between you and our team, the portal helps you stay informed while providing the privacy and security you expect.
If you need assistance, we’re only a phone call or email away.