Oakwood, OH Office

Kerr Wealth Management provides investment management and financial planning to a mix of individual clients (including high‑net‑worth and non‑HNW households), business owners, corporations, and charitable organizations, and also offers services for retirement plans. The firm’s services include ongoing portfolio management, comprehensive and limited‑scope financial plans, and pension/employee benefit plan consulting for 401(k) and similar plans.

The firm documents client risk profiles in Investment Policy Statements (or within delivered financial plans), manages discretionary accounts using a blend of passive and active instruments (ETFs, mutual funds, individual securities and multifactor strategies), and monitors and rebalances portfolios on a periodic and as‑needed basis. For employer plans, Kerr can serve in either a limited‑scope, non‑discretionary 3(21) advisory capacity or as a discretionary 3(38) investment manager, and it provides participant education and monitoring reports as part of plan services.

Noteworthy differences from many peers include operating affiliated businesses that provide insurance brokerage and retirement plan administration, and the firm’s explicit disclosure that it may recommend those affiliates and receive additional compensation for related insurance sales (including annuities) or plan‑administration work. The brochure emphasizes these affiliations as potential conflicts of interest, and states the firm documents and discloses such conflicts when making referrals to affiliated entities.