Kirby Jacobson


Astoria Strategic Wealth

Chief Investment Officer (CIO)

Kirby Jacobson


Astoria Strategic Wealth

Chief Investment Officer (CIO)

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Kirby Jacobson, CFA®, CFP®


Fee-Only financial planner located in Lubbock, TX, serving clients locally and across the country

Meet Kirby Jacobson

Kirby Jacobson is the Chief Investment Officer (CIO) of Astoria Strategic Wealth. Astoria is an independently owned, fee-only Registered Investment Advisor providing clients with support across investments, estate preservation, financial independence and insurance analysis located in Texas. Astoria focuses on goals-based portfolio management, analyzing investment growth opportunity against risk when evaluating your personal and professional goals.

Kirby Jacobson merged his practice, Jacobson Wealth Management LLC, in January of 2022 with Astoria after 14+ years as a successfully established financial planner with a progressive career supporting clients of all levels of portfolio management and investment needs.

Kirby Jacobson is both a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Analyst® charterholder, a rare and unique combination that provides clients a well-rounded perspective on their financial needs and investment strategies. His passion and experience supports both young investors looking to build their portfolios across a progressive career as well as those more established in their careers and investments looking for a creative, collaborative partner in the management of their assets.

Kirby and his wife Angela have enjoyed 17 incredible years together and are now raising their two girls, Lillian, 7, and Penelope, 5. Outside of his financial pursuits Kirby is long-term member of Orange Theory Fitness and an avid Yogi.

Kirby Jacobson is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Contact Kirby Jacobson

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Office Locations:

  • 6206 103rd St
    Lubbock, TX 79424

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