Wendell Charles Financial is an independent financial services firm providing a custom experience for each individual, family, or institution. Founded in 2011 by CEO, Evan Kirkpatrick, WCF is a primarily digital wealth management firm delivering investment management, financial planning, and insurance services to over 650 individual & family client accounts utilizing innovative software and video conference meetings. While we are committed to remote work as an option, we have office locations in the Los Angeles area, Chicago, and Davenport, Iowa.
Our goal is to create an environment where all of our team members can be successful. That includes financial success, but also a 'results' oriented approach where balance between work and life is valued. Team member perks are designed to show our commitment to holistic success for you and your family.
If we work hard for our clients, results will follow. Along the way, we've developed some guiding values that we believe help us stand out to our clients and deliver an exceptional experience.