About Kerr Wealth Management in Fresno, CA

At Kerr Wealth Management, we’re more than financial planners — we’re long-term partners in your financial journey. With decades of collective experience, we bring a deeply personal, independent, and client-first approach to every relationship we build.

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Unlike many in the financial services industry, we are fully independent — not affiliated with any broker/dealer, insurance company, or bank. This means no sales quotas, and no pressure to push products. Every recommendation we make is guided by your needs, goals, and best interests.

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We begin by learning about you — your cash flow needs, tax situation, family dynamics, retirement goals and or business structure, and long-term objectives. From there, we develop a tailored investment and financial strategy built around your life — not the latest financial trend. With no middleman, our only job is to work for you and help guide you as your coach and sounding board in addition to your money manager. While we are fee-only, we encourage all visitors and clients to review our disclosures and understand that, like all advisory relationships, our services are not entirely free of potential conflicts. 

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A Team That Puts Clients First

One of the biggest differences at Kerr Wealth Management is how we’re compensated: no hidden incentives — ever. Our entire team works for you with a team approach, which fosters collaboration, consistency, and the thoughtful attention your relationship and portfolio deserve. We treat every client like family, combining professionalism with genuine care. From your first call to your next visit, you’ll experience the transparency, availability, and long-term commitment that define our approach. We are grateful for the opportunity to serve as your trusted family and business advisor.

 

Our Core Values

• Value People

• Embrace Change

• Do Right by Customers

• Delight Customers

• Be Educators, Not Salespeople

• Honor the Fiduciary Code

 

Who We Work With

• Small to mid-sized business owners (1–150 employees)

• Individuals planning for or entering retirement

• Retirement plan participants (e.g., 401(k), SEP, SIMPLE IRA)

• Families and professionals (attorneys, physicians, CPAs, executives)

• Parents planning for education expenses

• Individuals transitioning away from brokers, insurance agents, or robo-advisors

• Clients harmed by life insurance or annuity products

 

How We Help

Financial Checkups:
Get a clear snapshot of where you are today and a roadmap for where you want to go.

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Portfolio Management:
We combine straightforward investment philosophy, professional expertise, and technology to manage your portfolio with care and transparency.

 

Tax Planning:
Integrating all aspects of your personal and business finances to help minimize taxes.

 

Retirement & Financial Planning:
From goal setting to income planning, we offer comprehensive guidance that aligns your portfolio with your life.

 

Delightful Customer Service:
Quick responses, educational conversations, and genuine attention to your needs. Your peace of mind is our priority.

 

Our Story

Kerr Wealth Management, founded by Andrew Kerr, is a privately owned, fee-only financial planning firm based in Fresno, California. In the early 2000s, Andrew developed a passion for finance and a deep concern with how the traditional financial services industry often prioritized sales over service. By 2015, he founded Kerr Wealth with a simple mission: offer a long-term objective, advice—free of the traditional transactional product-pushing. 

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Today, Kerr Wealth Management serves over 300 clients and over 120Million in client assets locally in Fresno and Clovis, CA, and remotely across various states. Whether you need a financial checkup, custom portfolio design, retirement income planning, or business advisory, we’re your all-day, every-day financial partner in building wealth.

 

*RIA is not a designation. Please refer to our ADV for a full list of disclosures. You can find our ADV at the bottom of our website which will disclose all services provided and all applicable fees. Kerr Wealth Management is not a CPA firm, does not prepare taxes and does not provide legal advice or prepare trust documents or other legal documents. Kerr Wealth Management does provide incidental tax and estate planning services as part of the financial planning process. All fees derived from services, advice, recommendations are a conflict of interest.