Your Trusted Advisor for Comprehensive Financial Planning

Navwell Advisors

Navwell Advisors was started to provide a simpler, more transparent way of providing comprehensive financial planning to busy families. It’s our goal to make financial planning less intimidating, less confusing, and frankly, less salesy. We cut out the noise so we can have honest conversations with people about what they do well and where they may need help.

Navwell Advisors is built differently. At our core, we’re an Independent, Fee-Only Fiduciary. We work only for our clients – and are paid only by them. We never receive commissions and we follow a true fiduciary standard – obligated to put our client’s best interest first, 100% of the time.

Of the roughly 285,000 professionals in the U.S. who offer clients financial advice, fewer than 2% are fee-only advisors who follow a true fiduciary standard that prohibits commissions on products recommended to clients and legally requires the advisers to always put their clients’ interests first.
– The Wall Street Journal

At Navwell Advisors, we’ve combined a comprehensive financial planning approach with robust, tax-smart investment management to provide families with an ideal financial planning solution. Our process is designed to be collaborative, engaging, educational, and empowering. We’re tech forward – with virtual meetings, seamless onboarding, integrated partners, and shared software. At Navwell Advisors, your goals drive the process – we navigate the course.

Kevin Burns, CFP®

Founder | Lead Financial Planner

As an independent, fee-only financial planner with nearly 20 years of experience in the finance industry, I help families wisely manage their money. I specialize in serving busy, working parents as they navigate the financial complexities of making the most out of today while not losing sight of the future.

Prior to founding Navwell Advisors, I worked in both personal and institutional finance. I held senior level positions at some of the largest alternative asset managers in the world – working in both London and New York – and helping these companies streamline their processes and optimize their cash. In 2019 I pivoted and embarked on a career in personal financial planning.

Today, I’m proud to offer a solution that is less intimidating and less confusing than most other advisors. I strive to empower clients with the tools they need to bring clarity and purpose to their financial lives. It’s my goal to have clients feel organized, confident, and knowledgeable.

I am an associate member of the National Association of Personal Financial Advisors (NAPFA), the Fee-Only Network, and the XY Planning Network. I serve on the Board of Directors of the Rockville Centre Soccer Club and act as the club’s treasurer. I graduated from Binghamton University with a B.A. in Economics and hold my Certificate in Financial Planning from Boston University.

My wife and I live in Rockville Centre with our 3 little guys – ages 7, 6 and 4. In my free time, it’s all about the kids. You’ll catch us on the field, at the beach, enjoying time with friends and family, or just playing in the yard.

Why Navwell Advisors?

The Difference is in the Details

Fiduciary

Trust is essential. As a Fidicuary, we are held to the highest standard in our industry. We are legally obligated to put your interest first – always.