ANDREW T. KERR
Financial Advisor / Owner

Andrew Kerr

Andrew Kerr is the founder and owner of Kerr Wealth Management. With nearly two decades of experience in financial services, Andrew has built his practice around a simple philosophy: clients deserve objective advice, transparent fees, and financial planning that is centered on their lives—not financial products.

​

Andrew began his career in financial services working with institutional firms and national broker-dealers, including Cambridge Investment Research and Lincoln Securities Corporation. Over time, he became increasingly disillusioned with the commission-driven culture that characterized much of the traditional financial services industry. That experience ultimately led him to establish Kerr Financial Planning Corporation in Fresno, California, in 2015.

Today, Kerr Wealth Management oversees more than $145 million in client assets and provides comprehensive financial planning, investment management, retirement planning, and 401(k) advisory services. The firm’s approach is independent and fee-only, with no proprietary investment products, commissions, or product-driven recommendations. In 2023 and 2024 Andrew's firm was awarded the "BEST FINANCIAL ADVISOR" award by the Fresno Bee Newspaper and nominated again in 2025 and 2026.

​

Andrew's family roots are in Dayton Ohio and in 2026, Andrew expanded Kerr Wealth Management into the greater Dayton, Ohio area, and purchased a professional building at 5700 Far Hills Road to pursue his dream of expansion. The Dayton office provides a particular focus on retirement planning, investment management, and helping clients make informed financial decisions and make wealth building strategies a reality as they transition into and through retirement.

​

Andrew’s expansion into Ohio reflects his broader vision for Kerr Wealth Management: to build a modern wealth management firm where personal relationships, independent advice, and long-term planning remain at the center of the client experience. Clients in the Dayton area now have direct access to Andrew’s experience and solution-oriented approach, backed by the established resources and history of his California practice.

​

Outside of financial services, Andrew leads a life deeply rooted in family, agriculture, creativity, and entrepreneurship. He and his family of four now reside in the Oakwood area. Andrew also owns and operates Dorval Estate Winery and olive oil farms in California. Andrew is also a winemaker and professional viticulturist, specializing in the cultivation and production of Bordeaux and Italian wine varieties at their family-owned Dorval Estate Winery.

​

For Andrew, wealth is ultimately about more than investment returns. It is about creating the freedom and confidence to live a meaningful life—supporting family, pursuing passions, building businesses, and contributing to the communities we call home. That philosophy continues to shape the mission and culture of Kerr Wealth Management in both California and Ohio.