Kevin Burns (CFP®)

Additional Information

Kevin Burns is the Founder and Lead Financial Planner at Navwell Advisors. He works with individuals and families who are financially successful and want a clearer, more organized, and more intentional approach to their financial lives. Many of the people Kevin serves are navigating important transitions - growing families, career changes, major purchases, or planning for retirement - and want a steady partner to help them think through choices with clarity and confidence.

Kevin takes a thoughtful, structured approach to financial planning. He helps clients step back, understand how the different parts of their financial life fit together, and focus on what truly matters. His process centers on creating a coordinated plan that aligns cash flow, investments, taxes, and long-term goals in a way that supports both their current lifestyle and future aspirations. His aim is to make complex decisions feel manageable and grounded, giving clients the clarity they need to move forward with intention.

As a CERTIFIED FINANCIAL PLANNER™ professional and fee-only fiduciary, Kevin is committed to providing objective, transparent advice in his clients’ best interests.