Awards
Kerr Wealth Advisors Named to Forbes 2026 Best-In-State Wealth Management Teams List, fourth year in a row!
Our team is honored to have been named a Forbes 2026 Best-in-State Wealth Management Team for the fourth 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. Special thanks to our clients for the trust you have placed in us.
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.
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
Mortgage Recast: A Simple Way to Lower Your Monthly Payment
If you’ve recently come into extra cash—perhaps from a bonus, inheritance, or sale of an asset—you may want to consider a mortgage recast. It’s a lesser-known strategy that can reduce your monthly payment without refinancing.
Backdoor Roth IRA: Designed to provide Tax-Free Retirement
A Backdoor Roth IRA lets high earners bypass income limits for Roth IRA contributions.
What is a stock split?
When a company splits its stock, it takes each share and divides it into some larger number of shares.
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.