Description: We are a fee-only Personal Wealth Management Firm that offers financial planning, tax, investment management, estate planning services & more. Visit us now!
CUSTOMIZED FINANCIAL SERVICES FROM OUR FAMILY TO YOURS
Founded as a family firm in 1979, the values with which we were established still hold true today – to treat you, our client, as though you were a member of our family, to understand your concerns and values and to support you in an atmosphere of caring and trust.
The Kerr Difference our services Kerr Financial is a boutique, fee-only Personal Wealth Management Firm providing all of the financial services your family needs under one roof. Our services include comprehensive Family Office management, Financial Planning, Investment Management (through Kerr Financial Advisors), Accounting & Tax Advisory and Estate Settlement, provided by a diversified staff of professionally designated advisors that work closely together for your family. We combine a broad range of servi