100 Lowder Brook Drive, Suite 1000 Westwood , MA 02090

781.255.0214

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.

Articles &
Media

Why Do a Roth Conversion?

Tax Changes Business Owners Should Know

Understanding Intrafamily Loans: Benefits, Risks, and Considerations

Education &
Designations

Salve Regina University
Bachelor of Arts in English and a minor in Business Administration
CERTIFIED FINANCIAL PLANNER® professional

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.

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