At WKA Financial we assist our clients in structuring their finances to preserve, grow, and enjoy the wealth they create. We leverage our team's varied business, professional, and life experiences to understand each client's unique situation. Our practice specializes in the needs of owners of privately held businesses, estate planning, and retirement planning. We listen and tailor a strategy that fits with his or her situation, whether you are a business owner or a current or soon to be retiree.
We work with business owners to make sure that they understand and implement strategies to protect this critical asset from unintended risks and to prepare for an orderly transition through a desired exit. We address owner, executive, and employee benefits including design, education and administration.
As clients think about retirement, we assist them to structure for lifetime incomes, maintaining liquidity, and positioning for growth. We focus on understanding and balancing financial risk, mindful that each client has a unique set of objectives. We help our clients to structure tax efficient wealth accumulation. We help them leverage estate tax exclusions.
WKA Financial, LLC associates have over 100 years of combined experience in the financial services and employee benefit business. Our team has diverse backgrounds, including an actuary and insurance company executive.
Our experience and our approach make us unique. Making our clients more successful is what drives us.
We look forward to working with you!
Bob Evans and Lynn Weirick founded and are the managing partners of WKA Financial, LLC. WKA Financial carries on the client focused tradition of Wayne Kaye and Associates, LLC, founded by Lynn’s father Wayne Kaye, a provider of financial services to business owners and individuals since 1969.
Local residents and businesses rely on us to help secure their financial futures, but our commitment doesn't end there. We believe that in order to build long-lasting relationships with our clients, we also have to serve the local communities in which they live and work.
Protecting Your Business
Protecting You & Your Family