Darrell Tierney
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- Full Name
- Darrell R. Tierney, CFP®, CPA, PFS
- Title
- Founder, President, CEO & Senior Wealth Manager
- Firm
- Windward Private Wealth Management Inc.
- Firm Type
- Independent, fee-only Registered Investment Advisor (SEC-registered wealth management firm) — *not, based on available public sources, an angel-investment vehicle (see note in Background)*
- Investment Stage
- N/A — Windward manages client portfolios (asset allocation, retirement, estate, tax planning); no public evidence of startup/seed-stage angel investing
- Target Company Profile
- N/A (wealth-management clients, not startups) — firm sets an investable-asset minimum of ~$300,000 per client household
- Sector Focus
- Comprehensive financial planning, investment/asset management, income-tax planning and preparation, estate planning, retirement planning
- Geographic Focus
- Kansas City metro area — Overland Park, KS and surrounding communities
- Location
- 10955 Lowell Ave, Ste 410, Overland Park, KS 66210
Background
Darrell R. Tierney is the founder of Windward Private Wealth Management Inc., an independent, fee-only, SEC-registered investment advisory firm based in Overland Park, Kansas. He serves as the firm's President, CEO, and Senior Wealth Manager and holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Public Accountant (CPA), and Personal Financial Specialist (PFS) designations, along with a Series 66 securities registration. He has more than three decades of experience in wealth management, income-tax planning, and tax preparation.
Tierney began his career in the financial industry at a large international accounting firm. He then owned a traditional CPA firm for more than a decade before concluding that he could serve clients better by looking at their complete financial picture as a wealth manager rather than focusing exclusively on tax matters — the insight that led him to build Windward. He has been associated with the Windward practice since 1999 and is a member of the Financial Planning Association. He lives in Overland Park with his wife, Lisa; the firm today is a multi-advisor, family-oriented practice that includes Emily Tierney Petty (CFP®), Drew S. Osborne (CFP®), and others.
As of early 2026, Windward Private Wealth Management reported roughly $309.6 million in assets under management across about 226 client relationships, served by a six-person advisory team.
Important accuracy note: The stub data supplied for this profile labels Darrell Tierney as an "Angel Investor" investing at the "Seed Round" stage. The email domain (windwardfp.com) matches Darrell R. Tierney of Windward Private Wealth Management, but no source located in this research supports the characterization of him as a startup angel investor. All available evidence identifies him as a wealth manager / financial planner who manages diversified client portfolios. The "Angel Investor / Seed Round" labels appear to be a mis-classification and should not be treated as verified.
Investment Thesis & Focus
- Runs a fee-only, fiduciary wealth-management practice — invests on behalf of individuals and families through comprehensive financial planning, not through startup equity.
- Client engagements typically require an investable-asset minimum of ~$300,000; no stated household-income minimum.
- Stated specialties: comprehensive financial planning, asset allocation, investment management, retirement planning, estate planning, and budget/debt management.
- Tierney's own stated philosophy is that clients are best served by "looking at their complete financial picture" — integrating tax planning with investment and estate strategy — rather than treating tax and investing in isolation.
- No public evidence of a startup check size, seed-stage thesis, or venture portfolio.
Notable Investments
- No individually disclosed startup or angel investments were found in public sources.
- Professionally, Tierney's "portfolio" is the client base and assets of Windward Private Wealth Management (~$309.6M AUM / ~226 clients as of early 2026), invested via diversified, allocation-based strategies rather than direct company stakes.
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