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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Kerr Wealth Kernels
Unlock the Power of Dollar Cost Averaging
Discover how dollar cost averaging can reduce investment risk, build long-term wealth, and simplify your path to financial success.
How to Handle Your 401(k) After Leaving Your Company
Explore smart strategies for managing your 401k after a job change, including rollovers, tax-efficient options, and long-term planning tips.
How to Set Up a Roth IRA for your Child
Learn how opening a Roth IRA for your child can unlock decades of tax-free growth, financial flexibility, and early investment education.
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.