Aaron M. Kennedy, CFS

Managing Partner

Aaron has a passion for finance, and a desire to work with people who value an advice-based relationship for their financial and life planning goals. Prior to entering the finance industry he formed, managed and sold four successful companies. He brings an entrepreneurial experience to his career and relies on over 2 decades of business experience to help guild his business and individual clients. Aaron works closely with business owners in the areas of business and succession planning, employee benefits, and risk management. For individuals and their families he is a “Financial Coach”, helping them successfully navigate through retirement planning and funding, educational goals and estate planning, protection and transfer.

Aaron started his career in the financial services industry in 1998 with the Mutual of New York Insurance Company, also known as The MONY Group. In 1999 he was named Top Producer in applications by the company. In 2001 Aaron became an equity partner with Stark Miller Financial Benefits Group. Stark Miller was founded in 1968 as a firm dedicated to corporate retirement plans and individual income planning. He helped build the organization to become one of the top agencies at the Broker Dealer. In 2011 Stark Miller restructured and Aaron was named President and CEO. In efforts to create a superior experience for his clients, in 2015 he stepped away from Stark Miller to form New Aspect Financial Services, LLC., a company dedicated to a suite of financial services and experts. As Managing Partner, he is dedicated to a collaborative planning approach for his clients, working with the partners and members of the firm. Aaron has a strong commitment to the independent advisory model for his firm and his clients. As such he is working with Woodbury Financial Services to act as his Independent Broker Dealer. To help bring additional value to his client relationships, he is an Investment Advisor Representative and can act as a fiduciary with his corporate and individual clients. He is also a Certified Fund Specialist.