Kevin’s Approach
Kevin R. Webber
CFP®
Financial Advisor / Member Owner
Overview
Kevin Webber is a financial advisor in Savant’s Westwood, Massachusetts, office. A CERTIFIED FINANCIAL PLANNER® professional, he helps individuals and families navigate retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Kevin grew up in the small, tight-knit community of Hopedale, Massachusetts, and later attended Salve Regina University in Newport, Rhode Island, where he earned a bachelor’s degree in English and minored in business administration.
He began his career in the financial services industry in 2004 at Fidelity Investments, working with high-net-worth clients during major life transitions and shifting market conditions. His work centered on helping people align their financial choices with their personal values.
Kevin joined Heritage Financial in 2016 and became a senior wealth manager. In this role, he led client relationships and coordinated with accountants, attorneys, and other professionals to help provide cohesive planning for clients. He joined Savant in 2026 when Heritage joined the firm.
He and his wife, Lori, live in Franklin, Massachusetts. They spend much of their time with their sons, Harry and Matthew, and their dog Roscoe, enjoying the outdoors on skis and mountain bikes or swimming in the ocean.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- Salve Regina University
Bachelor of Arts in English and a minor in Business Administration
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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All Insights by Kevin R. Webber
3 insights
Why Do a Roth Conversion?
Discover 7 reasons to consider a Roth conversion, from tax-free growth and lower RMDs to greater retirement flexibility…
Tax Changes Business Owners Should Know
Learn 2026 tax changes for business owners under the OBBBA, including QBI deduction updates, bonus depreciation, SALT limits,…
Understanding Intrafamily Loans: Benefits, Risks, and Considerations
Discover how intrafamily loans work, their tax benefits and estate planning advantages, and what to consider before lending…
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.