559. 277. 4772
The Kerr Ecosystem exists to empower clients, build lasting wealth, and drive meaningful impact. In our pursuit of positive change, we remain committed to doing things our way—with transparency, integrity, and relentless effort.
Where personal wealth & business risk management become one.
Fee-Only Investment Advisors
Business Advisors
Commercial Insurance
Retirement Plan Consultants
Celebrating 18 years in 2026.
About Kerr Companies
2,000+ clients
Since 2008, business owners, entrepreneurs, and professionals have placed their trust in us to help navigate life’s most important financial decisions. With a 95% client retention rate, we deliver an integrated ecosystem of financial and professional services grounded in experience and guided by a fiduciary standard.
140Million+ in Assets Under Management
Our private wealth management firm delivers Registered Investment Advisory services and fee-only financial guidance tailored to each client’s unique vision of wealth. We help individuals and families define financial independence on their own terms, then design personalized investment strategies to help them build, preserve, and steward wealth with confidence.
8Million+ in Commercial Insurance Premiums
More than 300 companies rely on The Kerr Companies for trusted insurance solutions and strategic business advisory. With global reach and deep industry expertise, we deliver sophisticated risk management programs tailored to navigate today’s increasingly complex risk landscape.
Consulting experts in tax planning, real estate, agriculture, M&A, life and all things business.
Integrated advisory—backed by real-world experience and deep expertise.
Meet the Kerr Companies and explore our capabilities across risk, strategy, and people.
KERR INSURANCE
Providing tailored high-impact business insurance and risk management solutions that protect and support your business assets. Specializing in small to mid-size business insurance and risk advisory consulting.
KERR WEALTH
Private client fee-only wealth management tailored uniquely for entrepreneurs, affluent, professionals, C-Suite executives and employer sponsored retirement accounts. Kerr Wealth Management is our corporate Registered Investment Advisor offering fee-only investment management, financial planning and consulting for your money, life and business.
KERR RETIREMENT
Third party administration for 401k plans, pension (defined benefit) plans and actuary services. Our specialized services integrates directly with our Wealth Management division to provide seamless plan design, tax planning and compliance management of your company sponsored retirement plans.
KERR BUSINESS CONSULTING
With over 20 years of ownership experience and client consulting, we build strategic partnerships that guide clients through every stage of growth. From mergers and acquisitions to land acquisition, business planning, and complex tax strategies, we deliver tailored insights designed to maximize value and long-term success.
INDUSTRIES WE SERVE
Construction
Agriculture
Hospitality
Pest Control
Entertainment
Food & Beverage
Wineries
HVAC
Plumbing
Information Technology
Affluent Families & Trusts
Commercial Landscape
Distributors
Manufacturing
Industrial
Real Estate
Transportation
Consultants
Healthcare & Hospitalists
Car Dealerships
Franchises
Legal & Professionals
Non-Profit
Small Business
Importers and Exporters
Ranchers & Land Owners
Religious Institutions
Education
Pensions
Get In Touch
We welcome inquiries and collaborations. Reach out to learn how we can partner for mutual growth and success.
