Edward V. Kerns II CFP®

Ed Kerns is the President of Kerns Wealth Management. He is responsible for managing the firm and guiding clients through a distinctive wealth management process.  Specifically, his role includes designing, building, and protecting a wealth management plan for his clients. Information on Ed's professional and educational background is available by clicking on the LinkedIn icon above. 

In his free time Ed enjoys playing acoustic guitar and attending singer/songwriter venues. He also likes playing an occasional round of golf, hunting and spending time with family and friends. 

He is originally from Clarksburg, West Virginia. In 2018, Ed married Jana F. Gutiérrez, Ph.D., a childhood friend from junior high with whom he reconnected after thirty years apart. While Ed works several days a month in the Atlanta office, he and Jana reside in Auburn, AL, where she is an Associate Professor of Spanish at Auburn University. 

 

Our Key Relationships

Our model is to strategically outsource important, non-client facing functions to bring our clients investment innovation, technology, efficiency, and expertise, which allows us to concentrate on what we do best: providing our clients expert and holistic financial planning advice.

As an independent financial advisor, we take seriously our legal and ethical fiduciary duty to always act in your best interest. This responsibility includes regularly evaluating potential partners to determine if they might offer services and solutions that can enhance the financial advice that we provide.  

This is why, after extensive due diligence, we chose to work with the following financial services firms. 

 

Loring Ward

For over two decades, Loring Ward has provided portfolio management and back-office services to a select group of America's most knowledgeable and successful Independent Financial Advisors and their clients.

Loring Ward helps Independent Advisors manage more than $17 billion in assets as of September 2018. Loring Ward is headquartered in San Jose, California.

 

Dimensional Fund Advisors

For more than 30 years, Dimensional (DFA) has helped investors pursue dimensions of higher expected returns through advanced portfolio design, management, and trading. Their enduring philosophy and deep working relationships with the academic community underpin their approach to investing and form the foundation for new strategies. 

Fund shares are not available directly to individuals but are limited to clients of a select group of financial firms like Kerns Wealth Management. Our relationship with Dimensional is based on shared views about how the capital markets work and how best to provide clients with a successful investment experience. 

Dimensional Fund Advisors has $582 billion under management as of September 2018.

 

Custodian

For safekeeping of our clients assets, we only use qualified custodians who follow custody rules set forth by the Securities and Exchange Commission (SEC) such as TD Ameritrade. In addition to holding client assets, our custodial partners provide account administration, transaction settlements, collection of dividends and interest payments and reporting of client holdings via monthly account statements.