Kerr Financial is a boutique, fee-only Personal Wealth Management Firm providing all of the financial services your family needs from an established team you can depend on. Through our group of companies, we provide a full range of services to help you build and preserve your legacy. We work with three specialized service segments to meet your unique needs:

Whether your needs are complex or more straightforward, the dedicated team of professionals working through our group of companies are experts in Family Office management, Investment Management, Financial Planning, Accounting & Tax Advisory, and Estate Settlement – and they work together to deliver thoughtful, customized solutions.