Individuals

Fee-only Financial Advisors for Individuals and Families

Starting your personalized financial plan is easier then you think...

Get the basics of planning and investing explained in a way that makes sense. Find out how to build the financial plan and investment strategy you need based on your goals.

Kerr Wealth Management is committed to helping individuals and families manage their most important financial decisions. Like most people, financial planning and retirement savings is high on your priority list but knowing where to start and who to turn to for help is often overwhelming. Fortunately, Andrew Kerr and our team of Certified Financial Planners (CFP) at Kerr Wealth Management offer a straight forward fee-only approach to most complicated financial situations. 

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Talk with a Financial Advisor

No Cost. No Obligation. 559-277-4772

Did you know a proper retirement plan can help you...

  • Prepare for life events and what if scenarios.

  • Build a personalized financial life plan.

  • Allign your goals with your money and portfolio.

  • Figure out how to allocate for future goals.

  • Become a smarter investor.

  • Plan for a secure retirement.

  • Decide what to do with your 401(k) accounts.

  • Make decisions about your employee stock options.

  • Decide whether to rent, buy (or sell) your home.

  • Understand your insurance needs.

  • Plan for child and college expenses. 

  • Invest in individual stocks, ETF's and no load mutual funds.

  • Manage tax liability.

  • Design tax efficient draw down strategies.

  • Optimize social security.

  • Illustrate cash flow and income in retirement.

  • Integrated banking solutions and budgeting.

  • Debt management and strategy.

  • Decide if you need life insurance or disability and how much.

Financial Planning & Tax Services

Wealth Management
Financial Planning
Retirement Planning
Retirement Plan Consulting
Tax Planning
Tax Strategies
Tax Preparation
Investment Management
Portfolio Reviews
ETF Models
ETF and Mutual Fund Models
Stock Portfolio
Income Portfolio