Kevin Newbert, CFP®

Helping Business Owners Invest Smarter, Reduce Taxes, and Retire with Confidence

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Ausperity Private Wealth Kevin Newbert, CFP®
Moorestown, NJ

Serving Clients Nationwide

Helping Business Owners Invest Smarter, Reduce Taxes, and Retire with Confidence

0 Certified Advisor Reviews™
0 out of 5 Stars
Jump to Reviews

Areas of Focus

  • Alternative Investments
  • Investment Management
  • Owning a Business
  • Retirement Planning
  • Taxes

About Kevin Newbert, CFP®

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

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed

What to expect in the first meeting

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.

Hobbies and Interests

  • Basketball
  • Beach
  • Board Games
  • Boxing
  • Cooking
  • Eating Out
  • Exercising
  • Family
  • Golf
  • Pickleball
  • Running
  • Sports
  • Swimming
  • Volunteering
  • Working Out

Who We Serve

  • Accountants
  • Attorneys
  • Baby Boomers
  • Business Owners
  • Contractors
  • Corporate Executives
  • Dentists
  • Divorce
  • Dual Income Family
  • Entrepreneurs
  • Families
  • Gen Y / Millennials
  • Investors
  • Physicians
  • Professional Athletes
  • Real Estate Agents
  • Real Estate Investors
  • Retail Industry
  • Sales Professionals
  • Specialty Sub-Contractors
  • Technology Professionals
  • Widow
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

No reviews yet.