The Local Financial Advisor
You Deserve
Whether you are new to investing money, inherited a large lump sum, going through a major life event, need objective guidance or your just searching for a new financial partner - Kerr Wealth Management has the experience, services and solutions for you.
Reimagine your investment management strategy
with an advisor you deserve.
Retirement Plans
401K, Pension & Cash Balance Plans
Kerr Wealth Management partners with businesses to implement and manage qualified retirement plans, including 401(k), profit-sharing, pension, and cash balance plans, as well as Roth and traditional IRAs. Working alongside our team of tax experts, we develop tailored strategies to help reduce your business’s tax liability while supporting long-term retirement goals for you and your employees.
Business Advisory & Consulting
With nearly two decades of experience in business advisory, Kerr Wealth Management is committed to truly understanding the unique goals and challenges of each business owner. We provide tailored guidance across a wide range of services—including M&A advisory, business analysis, cash flow optimization, financial planning, general consulting, and insurance evaluations. Whether you're navigating growth, planning an exit, or simply seeking greater financial clarity, our team is here to deliver strategic insight and practical solutions that help your business thrive.
For us, it's all about YOU!
Transparent Pricing
Nothing is conflict free but as fee-only financial advisors we do our best to help you where you need it the most. With our fee-only pricing we disclose our fee's upfront and focus on a lasting relationship.
Planning & Advice
Retire on your terms! Proper financial planning can help you get a better idea of what your future might look like. The old way of doing business meant you had to buy a product first. Our way, we start with you first and identify risks, opporunities and design a roadmap to independent wealth and financial freedom.
Straight Forward Investing
Keep it simple. After careful planning our team of fee-only advisor's work together to develop and manage your tailored investment portfolio. The old way - you purchased a product first from a broker and then you had to figure it out.
Individual Solutions
Kerr Wealth Management provides disciplined financial planning and investment management for individuals and families. We help you build a clear, personalized roadmap to retirement, design strategic portfolios tailored to your goals, and oversee day-to-day portfolio management with clarity and purpose. Through every market cycle and global event, our experienced guidance helps you stay focused on long-term financial success.
Business Solutions
Kerr Wealth provides strategic financial advisory services tailored to small business owners. We go beyond investment advice—helping you build a clear financial roadmap, optimize cash flow, reduce organizational inefficiencies, and align business operations with long-term financial goals. Our team actively engages as both advisor and consultant, offering expert guidance on tax strategy, business insurance, retirement planning, and risk management to support every stage of your business journey.
Our Advisors Can Help You Invest With Confidence and Transparency
Our Financial Planning Process
Gather Information
Establish Goals & Objectives
Analyze Your Situation
Develop a Plan
Implement Plan
Monitor and Review Your Financial Plan
Tax-efficient coordination of investment assets across various types of accounts.
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Strategizing the ultimate backup retirement financing.
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Developing a plan that identifies a required rate of return on all investment assets.
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Identifying a required rent roll and cap rate on an investment rental property.
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How to minimize lifetime taxes through distributions of your taxable, tax-deferred, and tax-free accounts.
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Implementing the right withdrawal rates and RMD's during retirement.
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Business consulting and advisory.
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Multi-bucket Roth conversions to slash income taxes and minimize the widow tax.
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Knowing how they can retire, when they can retire, and if they actually have enough money.
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Understanding and planning for catastrophic long-term medical expenses.
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Strategizing the ultimate backup retirement financing.
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Social Security timing, delaying, and claiming decisions.
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And much, much more!
Easy ways to start saving for retirement...
Starting from just $1.00 in savings, if you saved $100 per month for just 10 years and earned 6.5%, you could have $16,842.23. Start saving today and you might be pleasantly surprised.
"Our Clients Engage Us For Experienced Financial Advice"
Looking for a trusted financial advisor? Here are some considerations about us.
Now that you know we are fee-only. What else should you know?
Kerr Wealth Management is a Registered Investment Advisor (RIA). RIA stands for you. It also means we are registered directly with the state of California as a fiduciary investment advisory.
What else?
We are staffed with Fiduciary Investment Advisors who have completed rigorous education requirements and adhere to fiduciary standards. This also means we do not work for a middle man, broker dealer or insurance company.
How does this help you?
You pay us directly and it can help reduce conflicts and help reduce costs.
The Kerr Wealth approach addresses your goals first, then we talk investment solutions.
A team approach.
The financial advisors at Kerr Wealth Management use a team approach to managing client portfolios. This helps us ensure we are meeting your needs and remaining at the top of our game.
Comprehensive Wealth
Management Services in Fresno, CA
SCHEDULE A WEALTH
BUILDING SESSION
"Hi, we are Kerr Wealth Management in Fresno, CA. Kerr Wealth Management is a fee-only Registered Investment Advisor (RIA). Our Financial Advisors help people invest in their future, reduce taxes, save money and retire with confidence.
The customers we help happen to be a diverse group of successful small business owners, physicians, affluent, CEO's, farmers, teachers, nurses and retirees."