

Pensacola Business Radio: Pod Guest Series Episode 5, Guest: Kirk Chisholm, Innovative Advisory Group
Kirk Chisholm Wealth Manager & Self Directed IRA Advisor
TITLES: Wealth Manager & Principal, Innovative Advisory Group
LOCATION: Lexington, Massachusetts
INDUSTRY EXPERIENCE: 19 years
CONTACT: WWW.INNOVATIVEWEALTH.COM LinkedIn | Twitter | Facebook
MEDIA CONTACT: Kirk Chisholm press@innovativewealth.com | 781.218.2250
ABOUT: Kirk Chisholm is a Principal and Wealth Manager at Innovative Advisory Group, an independent RIA (Registered Investment Advisor) located in Lexington, MA. He has been providing financial advice to individuals and families since 1999. Kirk’s influence and innovation has promoted change in many areas of the wealth management industry.
Kirk provides a different perspective on many commonly held beliefs when it comes to portfolio management, retirement investing, financial planning, inflation, economics, and other personal finance topics. His rare expertise with alternative investments held in self directed IRAs has helped many investors invest in their passion.
Kirk is an experienced media personality. He is frequently quoted and interviewed by industry media outlets in print, audio, and video media formats. He writes frequently for industry publications and major media publications. He frequently appears as a guest on various podcasts. Kirk was recently acknowledged as the #7 most influential financial advisor on Investopedia’s top 100. Investment News recently named Kirk as one of the top 10 social media all-stars in the financial services industry. You can find many of his media appearances here. Kirk writes on his company’s blog, you can read his articles here.
MEDIA RESOURCES:
Contact information: 781-218-2250 Email: info@innovativewealth.com Company website: www.innovativewealth.com Skype name: kirk chisholm 1
Free gift for your show’s listeners https://www.innovativewealth.com/BusinessX



Kate Rogers is passionate about people, building companies & communities and inspiring others to harness their unique strengths and potential, both in and out of the office. She has been working with startups since 2005 in Silicon Valley, Boston, Austin, Denver, New York and Phoenix. Currently, as the Founder and CEO of CoVibe. She partners with CEO’s to build companies that employees thrive in. Along those same lines, Kate lends her time and talent to supporting many local nonprofit and community organizations or entrepreneurs. She is proud to be Co-Lead of PHX Startup Week for 2019. 
Melissa Lamson is a sought-after facilitator and coach, creating positive change in individuals and organizations. She works to develop inclusive leadership teams, leveraging diverse perspectives and expertise, and up-leveling skills for the benefit of successful teamwork. Melissa’s personal mission is to make people happier at work. She has authored 6 books, including her most recent, The New Global Manager: Learning to Manage Well in a Complex Business Environment.
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