Meet Kevin Newbert, CFP®
Financial Advisor | Ausperity Private Wealth
Kevin is a Financial Advisor at Ausperity Private Wealth, where he leverages his extensive experience in financial planning, investment advisory, and real estate to serve senior corporate executives, ultra-high-net-worth individuals, and business owners. His expertise in estate and tax planning, coupled with his work managing multi-billion-dollar portfolios, equips him to provide comprehensive, tailored financial strategies that address the complex needs of his clients.
In addition to his work in wealth management, Kevin co-founded and successfully sold a real estate acquisition and management company in 2023, which specialized in managing vacation properties. His entrepreneurial experience in building pro forma models, analyzing cash flows, and evaluating investment opportunities enhances his ability to advise clients on real estate investments, including private real estate funds that cover a diverse mix of asset classes such as multi-family, retail, and industrial properties.
Prior to joining Ausperity, Kevin played a key role in managing and growing the Sports & Entertainment division at a multi-billion-dollar wealth management firm, where he provided tailored financial strategies for business owners, C-suite executives, and private equity professionals. Kevin earned his Bachelor of Business Administration in Financial Planning from Temple University and holds the designation of Certified Financial Planner™. He is passionate about helping his clients navigate the intricacies of wealth management, ensuring their financial success aligns with their personal and professional goals.
Active in his community, Kevin serves as a board member of the Philly Youth Basketball NextGen Committee and holds leadership roles in the Financial Planning Association of Philadelphia and the Philadelphia Estate Planning Council.
Certifications / Affiliations:
CFP®, AGC, FPA
Guidance for Clients Navigating
Growth, Transition & Legacy
Business Owners
Guiding entrepreneurs to build and protect their wealth, while planning for the growth and future transition of their businesses.
Retirees & Aspiring Retirees
Helping those planning for or enjoying retirement to create strategies for long-term financial security.
Divorces
Supporting individuals through the financial complexities of divorce, ensuring a smooth transition to a secure financial future.
Emerging Wealth
Assisting individuals experiencing a significant rise in income or assets with strategies for managing and growing their wealth.
Sudden Wealth
Advising those experiencing a windfall, whether from an inheritance, legal settlement, or other sources, to protect and grow newfound wealth.
Executives
Providing executives with tailored financial strategies to optimize compensation packages, stock options, and other complex financial matters.
Widowhood
Helping those who have lost a spouse manage their finances and plan for a secure future.
Special Needs Planning
Creating financial plans that ensure long-term care and support for loved ones with special needs.
How I Approach Financial Strategy
I blend deep technical planning with real-world experience. Whether you're navigating a business sale or planning for your family's future, I keep the process grounded, personal, and strategic — no jargon, no pressure, just smart guidance built around your goals.
What Working Together Looks Like
From our first conversation, I aim to simplify the complex. We’ll start with a collaborative discussion, dig into what matters most to you, and build a strategy that grows with your life. You’ll never be handed a generic plan — just real guidance designed around your values.
Ready to talk it through?
I’d love to hear more about what you’re working toward — and how I might be able to help.