Kyle McKercher
Co-founder and CEONearly two decades in real estate development and financial regulation. Built Firreo’s compliance framework and serves as Chief Investment Officer.
About Firreo
Built by investors who use it with their own money.
Advisers, banks, and budgeting apps rarely talk about investments that pay you every month. So we spent more than ten years working out how to build that income ourselves, then turned it into a tool anyone can follow.
We're not gurus. We're people who did this.
We wanted our money to pay us, not just sit in a balance we were told not to touch until our 60s. Over more than a decade we refined which kinds of investments belong in the mix, how much of each, and how to keep buying a little every month without second-guessing every decision.
Firreo is that system, built so you can follow it without becoming an expert first. You learn as you go, and the plan does the heavy lifting. And when your investments finally cover everything you spend, the plan keeps going, because the point was never a finish line. It was a life with more room in it.
10+years of research and real-money testing
5investment categories, each with its own job
Dailymarket data behind every plan
#325297SEC-registered investment adviser (CRD)
The team
Four people, one plan.
Kaitilin Gross
Co-founder, marketingMore than 15 years in marketing and public relations. Proof that you do not need a finance background to follow the plan.
Alex Burkey
Co-founder, technologyMore than 10 years of active investing across real estate, stocks, and alternatives. Built the Firreo platform.
Seth Lane
StrategyAbout 20 years in real estate development and brokerage. Helps shape strategy and category selection.
The track record
The same path, walked first.
Founder dates are personal outcomes and are not a projection of your results.
- 10+ yrsThe strategy startsThe founders begin building and testing an income-first approach with their own money.
- 2021Kaitilin leaves her jobApril 2021, after years of following the strategy.
- 2022Kyle leaves his jobAugust 2022. Work on Firreo begins the same year.
- TodayFirreo opens to everyoneThe same system, as a tool anyone can follow.
- 2028Alex’s targetStill investing every month toward his own finish line.
Why people pick Firreo
On your side of the table.
A flat fee
You pay a subscription, not a percentage of everything you own.
No commissions
We earn nothing from the investments we recommend.
Your account, your name
Your money stays at your brokerage. We never hold it.
Income first
The plan is built around what your money pays you each month.
A fiduciary
As an SEC-registered adviser we are required to act in your best interest.
Same holdings as us
The founders invest in the same categories we recommend to you.
Compliance and legal
Everything in writing.
Firreo is an investment adviser, not a broker-dealer. We provide investment advice only. Investing involves risk, including the loss of principal.