Andrew Kerns (CFP®, RTRP)

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

  • College/Education Planning
  • Entrepreneurs
  • Hourly
  • Insurance Related Issues
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management

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 planning with and without ongoing investment management
•  Income tax planning
•  Retirement planning
•  Cash flow planning & debt management
•  Insurance planning
•  College planning
•  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 Registered Tax Return Preparer.

Andy brings a unique combination of education, work, and life experiences to the financial planning process, including an engineering background, a history of academic achievement, and over twenty years of investment experience.

Prior to establishing Accountable Financial Planning, Andy was a financial planner at fee-only firm in Virginia, 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 offered by the College For Financial Planning and passed the 10-hour 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 and soccer coach in Westerville.  He is an outdoor enthusiast and has hiked and camped in more than 20 U.S. National Parks.  He enjoys running, playing basketball, and spending time with his family.

NAPFA Start Date

January 28, 2009

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This Office

112 Bellefield Ave Westerville, OH 43081-1282 Phone: 614-259-7799

Other Offices

2881 County Road 5 N Bellefontaine, OH 43311-9536 Phone: 937-599-0012