Awards
Kerr Wealth Advisors Named to Forbes 2025 Best-In-State Wealth Management Teams List, third year in a row!
Our team is honored to have been named a Forbes 2025 Best-in-State Wealth Management Team for the third year in a row. We would like to congratulate my teammates on their dedication, knowledge, and outstanding client service, values that are reflected in this distinction. A special thanks to our clients for the trust you have placed in us.
Kerr Wealth Advisors Named to Forbes 2024 Best-In-State Wealth Management Teams List, second year in a row!
Our team is honored to have been named a Forbes 2024 Best-in-State Wealth Management Team for the second year in a row. We would like to congratulate my teammates on their dedication, knowledge, and outstanding client service, values that are reflected in this distinction. A special thanks to our clients for the trust you have placed in us.
Kerr Wealth Advisors Named to Forbes 2023 Best-In-State Wealth Management Teams List
Our team is honored to have been named a Forbes 2023 Best-in-State Wealth Management Team. I would like to congratulate my teammates on their dedication, knowledge, and outstanding client service, values that are reflected in this distinction. A special thanks to our clients for the trust you have placed in us.
Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
KWA email Signup
Kerr Wealth Advisors monthly emails provide information on various topics that impact our daily lives. Subscribe to our monthly email list to stay up to date with the markets and learn about financial planning strategies.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan with high-level service that helps your valued employees achieve financial security.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of higher education may require a customized plan to meet your funding needs, while balancing other expenses and goals.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Protecting Your Business: The Importance of Insurance
The day-to-day demands of running a business can be all-consuming. This article takes a look at a few important considerations for the protection of you and your business.
Should I Convert From a Traditional IRA to a Roth IRA in a Volatile Market?
Soaring inflation and global conflict have led to ongoing stock market volatility. Retirement savers may be wondering, “Is now a good time to convert to a Roth IRA?”
How to Reduce Taxes on Employer Stock in a 401(k) Plan
If you participate in a 401(k), or other qualified retirement plan that lets you invest in your employer’s stock, consider the tax deferral opportunities of net unrealized appreciation.
Office Information
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.