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Andrew Kerns (CFP®)

Andrew Kerns focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

Our fee-only services are customized for the specific needs of each client and entail no product sales or commissions.

Our Coordinated Financial Planning Services:
•  Investment advice and planning
•  Investment manaegment
•  Retirement planning
•  Income tax planning
•  Cash flow planning
•  Debt management
•  Insurance planning
•  College planning
•  Basic Estate planning
•  Employer benefits analysis
•  Client specific needs

Additional Information

Andy is a founding partner of Accountable Financial Planning LLC. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, a NAPFA-Registered Financial Advisor, a Registered Investment Advisor Representative in the State of Ohio, and an IRS Annual Filing Season Program Participant.

Andy brings a unique combination of education, work, and life experiences to the financial planning process, including an engineering background, history of academic achievement, and years of experience helping others optimize their resources to achieve their goals.

Prior to establishing AFP in 2009, Andy was a financial planner at another fee-only firm, where he customized financial plans, prepared tax returns, and managed assets for a diverse set of individual and business clients.

Andy completed the CFP® coursework through the College For Financial Planning and passed the CFP® Board Exam in 2007. He received a Bachelor of Science degree in Civil and Environmental Engineering in 2002 from the University of Cincinnati, where he graduated Summa Cum Laude, and proudly competed as a long distance runner for the Cincinnati Bearcats.

Andy resides in Westerville, Ohio with his wife, Katy, and their three sons, Jeffery, Gregory, and Micah. He volunteers as a youth basketball, running, and soccer coach. He is an outdoor enthusiast and has hiked and camped in more than 20 U.S. National Parks. He enjoys running, biking, playing basketball, and spending time with his family.

NAPFA Start Date

January 28, 2009

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

112 Bellefield Ave Westerville, OH 43081-1282 Phone: 937-599-0012
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