About Us Our program is designed to help you improve your long term financial health and simplify complex wealth management needs. Kerby Financial Services continues the traditions of quality service started by Alan and Keith’s father, Jon E. Kerby. Alan and his team at Kerby Financial Services have expanded their services to a focus of “personalized Wealth Management”. Their objective is to help their clients focus on their lifestyle while Kerby Financial Services worries about the financial side of life. Services include financial and investment planning, as well as tax preparation and estate planning. Their client base is mostly affluent retirees as well as business owners.