At Kerns Legacy Planning, we understand that true wealth extends beyond financial success—it represents security, opportunity, and the ability to create a lasting impact for generations to come. Our firm is built on the principle that every client deserves the highest standard of care, thoughtful guidance, and an unwavering commitment to excellence.

Robert “Trey” Kerns, Founder and CEO, established Kerns Legacy Planning with a vision to deliver a white-glove advisory experience rooted in integrity, expertise, and personalized attention. Trey began his career with Merrill Lynch and then Morgan Stanley, where he developed a deep understanding of investment strategy, portfolio management, and comprehensive financial planning.

A graduate of the University of Arizona’s Eller College of Management, Trey earned his Bachelor of Science in Finance and holds the Chartered Retirement Planning Counselor℠ (CRPC®) designation. His professional background and academic foundation uniquely position him to guide clients through the complexities of wealth management, retirement planning, and multigenerational legacy strategies.

At Kerns Legacy Planning, we partner with families and individuals who value a collaborative and strategic approach to managing their wealth. Our philosophy is grounded in trust, discretion, and an enduring commitment to helping clients preserve and grow their financial legacies—today and for generations to come. Connect with us to explore how we can enhance your financial journey with unparalleled precision and expertise.