Kevin Newbert is a Financial Advisor at Ausperity Private Wealth, where he brings deep experience in financial planning and investment advisory to business owners and high-income millennials.
He previously co-led the Sports & Entertainment division at a multi-billion-dollar wealth management firm, advising entrepreneurs, pro-athletes, celebrities, C-suite professionals, and private equity partners on integrated wealth strategies.
Kevin also co-founded and sold a real estate company that specialized in managing vacation rentals. His hands-on experience with pro forma modeling, cash flow analysis, and deal evaluation informs his guidance on direct and private real estate investing.
He holds a Bachelor of Business Administration in Financial Planning from Temple University and is a CERTIFIED FINANCIAL PLANNER™ professional.
Kevin serves on the Philly Youth Basketball NextGen Committee and is involved with BLOCS (Business Leadership Organized by Catholic School).
Email: kevin.newbert@ausperitypw.com
Professional Designations
CERTIFIED FINANCIAL PLANNER ®
Affiliations
Financial Planning Association
The AGC
Primary Location
224 Strawbridge Dr., Suite 110, Moorestown, NJ 08057
Click the 'Book Intro Call' button above to schedule a free introductory conversation.
We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.
- Email: kevin.newbert@ausperitypw.com
- Phone Number: (856) 252-0109
Offers Investment Management
Yes
About Ausperity Private Wealth
Ausperity Private Wealth is an independent wealth management firm dedicated to helping you preserve and grow wealth and transition your financial legacy for generations to come.
We advise business owners seeking clarity, confidence, and strategic direction as they navigate the complexities of their wealth, particularly around retirement and post-liquidity planning.
Our mission is to deliver expert financial planning and investment management that preserves what they have built, mitigates tax exposure, and positions their wealth to serve future generations.
Most of my clients have created significant wealth through privately held businesses and now face complex decisions that impact their portfolios, family dynamics, and legacy.
My Services Include:
• Exit and liquidity event planning
• Investment management and risk oversight
• Tax efficiency and income distribution
• Legacy and estate planning
• Charitable giving strategies
• Coordination with attorneys, CPAs, and other advisors
• Real estate and cash flow planning
Education
Fox School of Business at Temple University, Financial Planning
Volunteer Experience
Kevin serves on the Philly Youth Basketball NextGen Committee and is involved with BLOCS (Business Leadership Organized by Catholic School). He currently resides in Old City, Philadelphia.
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