About Kerr Wealth Management in Fresno, CA

Aside from what we do for customers, Kerr Wealth Management is independent from a broker/dealer, insurance company or bank. Which means we do not have quotas, we will never sell you a product or recommend a portfolio without first determening a what you need out of an investment plan.

 

Void of a middle man our independentce gives us the ability to WORK FOR YOU, not sell you products.  Working for you means we learn about you first, develop a sound approach based on your future cash flow needs , tax situation, family dynamics, business structure and objectives. 

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From the way we are compensated to the way we work for you, your best interest is always front and center. Our customer experience's mean everything to us and we make it our goal to make you feel like family every time you call or visit our offices.

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A big difference between us and most of the industry - we do not have anyone on commission and all of our staff are paid via salary. This is an important point because it demonstrates our investment in our customers by investing in qualified professionals. It also demonstrates our desire to do the right thing, be available when you need help and deliver the attention your portfolio will require over time with our team approach.

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Our Core Values

1. Value People.

2. Embrace Change.

3. Do Right by Customers.

4. Delight Customers.

5. Be Educators, Not Salesman.

6. Honor the fiduciary code.

 

Who do we work with?

• Small business owners to midsize operations. (1-150 employees).

• Individuals planning for retirement.

• Employees retirement plan participants.

• Business owners and their families.

• Professionals. (Attorney, Accountant, Physicians, Executives)

• Planning for a child's education.

• Recently retired individuals in need of 401k and retirement income planning.

• Individuals and businesses who are transitioning away from a stock broker, insurance agent or robo-advisor. 

• Individuals who have been harmed by a life insurance or annuity product.

 

How do we work with our clients? 
 

Financial Checkup - we pride ourselves on offering financial checkups designed to capture your current status and while creating an updated road-map for your future.
 

Portfolio Management - Coupled with our straightforward investment philosophy we combine our professional experience and technology to manage investment portfolios for plan participants and individual investment clients. 

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Tax Planning - Integrating all things finance for you and your business we can further minimize taxes.

Retirement Planning and Financial Planning - At Kerr Wealth Management, we offer more than just investment advice. Our advisors will help you design a personalized financial plan to help you address many aspects of your financial life and line up your portfolio with your goals.
 

Delightful Customer Service - customer service is everything to us,  and we know what it means to our customers. Quick responses, attentive to your needs and an educational sounding board.
 

Kerr Financial Planning Corporation (Kerr Wealth Management, Inc.) is a privately owned company, founded by Andrew Kerr. In the early 2000's, owner Andrew Kerr took an interest in finance and in 2015 took a serious look at the way financial services were being offered to the public. The majority of financial planning and investment services were offered through product providers and broker dealers. This old fashion model left a nasty cloud over the industry in Andrew's view because it put the financial advisor's priorities first. Starting a fee-only financial planning and investment advisory company has been beneficial and rewarding for Kerr Wealth and it's clients.

 

Today, Kerr Wealth Management is your all day, every day stop for a financial checkup, retirement plan or 401(k) plan. We offer many fee-only services from custom portfolio design to business advisory and financial coaching. Kerr Wealth Management is located in Fresno, CA and serving customers locally in Fresno and Clovis California and throughout various states. 

 

*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.