A modern firm with a storied history.

Flick Financial is an independent firm in Beaver County, Pennsylvania, with local roots and a trusted reputation that dates back to 1957. Over decades, we developed expertise that clients in many states across the country rely on today for advice on retirement, investments, insurance and overall wealth management. Our firm is built on sound principles and unwavering values that will benefit the families, individuals, nonprofit organizations and small businesses we serve for generations to come.

We are:

  • Entrusted with over $295 million in assets under advisement as of December 31, 2021
  • Proudly serving over 1,000 households in many states
  • Donating a percentage of profits to local charities annually on behalf of our clients
  • Actively involved in our churches, schools and communities
  • Employing talented and caring individuals who enjoy helping our clients achieve their goals

Thoughtful Clients

Our clients value faith, family and their legacy. They want to have a positive impact and protect what’s important while enjoying life to the fullest.

Defined Process

Our process creates confidence and more predictable results. Clear communication and consistency are hallmarks of our success.

Dedicated Team

We provide meaningful guidance through all seasons of life. Clients benefit from our attention to detail as they prepare for life's joys and face unexpected challenges.

Kevin Flick

Kevin S. Flick, CFP®, ChFC®, LUTCF®

Partner, Financial Planner

Curtis Aiken

​Curtis B. Aiken, ChFC®, LUTCF®

Partner, Investment Specialist

Alan Flick

Alan A. Flick

Financial Advisor


A free in-person or phone consultation with a financial advisor is the first step.