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Message from Our CEO
Welcome to our site and we look forward to connecting with you soon! Wendell Charles Financial was built to help guide good people toward smart financial decisions. Our team is passionate about building and protecting wealth so you can be a positive force for your family and community. We look forward to earning your trust over time and working with you toward your goals.
- Evan Kirkpatrick, CEO & Wealth Manger
Our purpose is to ensure good people make smart decisions with their money.

Client Centered
Our business is built on a foundation of thoughtful client relationships. We're proud to serve clients in many states through online meetings while also offering in-person meetings in Southern California, Illinois, and Iowa.
Our Services

Financial Planning
Our custom wealth vision financial plans offer a complete picture of your entire financial life. Ranging from 20 to 45 pages in length, we explain key points and action steps to guide you toward your financial goals.

Retirement Planning
Whether you are approaching or in retirement, our reports evaluate the total cost and funding surplus or shortfall to work towards your retirement goals. We then provide actionable options and recommendations to keep you on track.

Investment Planning
Our team builds customized portfolios based on your specific goals and objectives. Allocations may include equities, ETF’s, mutual funds, individual corporate & muni-bonds, and other alternative investments depending on your unique situation.

Philanthropic Advising
We guide our client’s philanthropic efforts by selecting the most appropriate charitable giving investment vehicles including foundations, donor-advised funds, charitable remainder trusts, and more.
Valued Client Testimonials
Damon C. from Los Angeles, CA
Actor/Director
"My wife and I have enjoyed working with Evan Kirkpatrick and Wendell Charles for several years. Not only have we been impressed by the prosperity of our investments, but also with the integrity, and professionalism that guide their company."
This statement is a testimonial by a client of the financial professional as of 12/22/2022. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Maxwell Z. from Chicago, IL
Tech Industry Senior Program Manager
"Working with Evan and the team has helped get a better pulse on my finances while building a plan for my upcoming life events. Evan and the team are knowledgeable, personable, and attentive. I'm looking forward to continuing my partnership!"
This statement is a testimonial by a client of the financial professional as of 12/28/2022. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Tom W. from Los Angeles, CA
Actor
"Evan has been my financial advisor since 2018 and it’s been great! He’s smart, friendly, professional and really cares about my financial landscape, both now and in my future! I trust him completely! He’s always accessible and treats all his clients like family!"
This statement is a testimonial by a client of the financial professional as of 12/29/2022. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Lee A. from Southern California
EVP / COO
"Evan and his WCF team have greatly assisted us with investment strategy, retirement planning, long-term care arrangement and faith-based donations across our entire portfolio. We could not be more satisfied and heartily endorse WCF, Evan and his team."
This statement is a testimonial by a client of the financial professional as of 1/19/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Helpful Resources

eMoney
Your personal financial dashboard displays a high-level view of your entire financial life.

Portfolio Review
Contact us for a flat-fee portfolio review and we will explain the key points in plain English.