I am excited to share my experience with Kevin Newbert, who has been instrumental in transforming my financial management approach. One of the most impressive aspects of Kevin’s service is his holistic approach to financial planning. He took the time to understand not just my financial goals, but also my personal values and vision for the future. This comprehensive understanding allowed him to tailor strategies that align perfectly with my objectives. Kevin’s knowledge in tax optimization, investment strategies, and retirement planning has opened my eyes to possibilities I hadn’t considered before. Kevin seamlessly navigated complex financial topics, presenting information in a clear and actionable way. I appreciate his transparency in discussing fees and performance; it instills a sense of trust and confidence in our partnership. Thanks to Kevin’s guidance, I feel more in control of my financial future than ever before. I highly recommended Kevin Newbert to anyone who is a high-income earner or a business owner looking for tailored financial strategies. His expertise and personalized service make him an invaluable asset to achieving financial success.
Relationship to Financial Advisor: Client as of Aug 10, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.