Kerr Financial is a fee-only personal Wealth Management firm.
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.
Objectivity is necessary when it comes to making the best financial choices for clients. We receive no fees from anyone, other than you, our client. As a fee-only financial advisory firm that is independently employee owned, we provide personal financial advice that is free of bias or preconceived solutions, suited to our clients’ personal needs.
You have been successful and we will help you to sustain this success. We want to be with you through the milestones of your life, working within your family and across generations to help maximize your personal financial resources.