About Kirkby, Phelan & Associates Since 1970, Kirkby, Phelan & Associates has been a trusted partner for thousands of individuals and small businesses across the country. The key to our 45+ years of success has always been our commitment to our clients. We listen carefully, respond promptly and plan effectively. Whether you are an individual investor or business owner, as a client of Kirkby, Phelan & Associates, you have access to an experienced and knowledgeable team of financial professionals who specialize in helping you navigate the financial landscape by offering comprehensive strategies for all your financial needs.