Our Qualifications

Greg Shirk is the owner of Shirk Wealth Managment and has 30 years of experience in the financial industry.  He has worked the last 15 of those years as a Financial Advisor.

Greg is a Chartered Retirement Planning Counselor (CRPC) who has an extensive background in Retirement Planning strategies, Investments, Insurance, and Estate Planning strategies.  

Greg attended Indiana University at Fort Wayne where he earned a Bachelor's degree in Business with a major in accounting.

Greg's licenses include: General Securities Representative (Series 7), Uniform Securities Agent State Law (Series 63), and the Uniform Investment Adviser Law (Series 65).   Greg also has his Indiana Life, Health, and Long Term Care Insurance licenses.   Greg is a Chartered Retirement Planning Counselor (CRPC) and received his designation through the College for Financial Planning.   Greg also completed Financial Planning coursework through Boston University.

Joining the business in 2022, Jared Shirk has partnered with Greg to enhance and grow the practice.  Jared is a fully licensed Financial Advisor and attended Purdue University Fort Wayne, where he earned his Bachelor of Science in Business (BSB) with a focus in Finance. 

Jared's licenses include: General Securities Representative (Series 7), Uniform Securities Agent Law (Series 63, and the Uniform Investment Advisor Law (Series 65). Jared also has his Indiana Life, Health, and Long Term Care Insurance Licenses.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.