Aaron Kennedy, a Certified Funds Specialist and Certified Plan Fiduciary Advisor, founded New Aspect Financial Services, LLC in 2015. As an Investment Advisor Representative Aaron holds himself to the highest standard and acts as a fiduciary for his clients to help them successfully navigate through all of their financial planning needs and goals.
Considered a “financial coach,” Aaron’s advice-based relationship approach to financial planning, ensues trust and affirms his commitment to helping his clients achieve their objectives. Aaron works closely with business owners in the areas of business and succession planning, employee benefits, and risk management. For individuals and their families, Aaron’s expertise in retirement planning and funding, educational goals and estate planning, protection and transfer is a tremendous asset to his clients.
With over two decades of business experience, Aaron started his career in the financial services industry in 1998 with the Mutual of New York Insurance Company. In 1999 he was named the Top Producer in applications. In 2001, Aaron became an equity partner with Stark Miller Financial Benefits Group where he helped build the organization to become one of the top agencies at the Broker Dealer. I n 2011, Aaron was named President and CEO of Stark Miller Financial Benefits Group. In 2015, Aaron’s dedication to adding value and creating a superior experience for his clients lead him to step away from Stark Miller Financial Benefits Group and form, New Aspect Financial Services, LLC.
New Aspect Financial Services, LLC is a company dedicated to a suite of financial services and experts. As Senior Partner, Aaron believes in a collaborative planning approach for his clients and works closely with the partners and members of the firm. Additionally, A aron works with Woodbury Financial Services to act as his Independent Broker Dealer to bring added value to his clients.
Aaron and his beautiful wife, Melanie, have two active sons, Nickolas and Pochie Kennedy. Together, the family lives in the gorgeous state of Colorado where Aaron works closely with clients near and far to provide first-rate service. Away from business, Aaron enjoys golf, camping in the Rockies, time on the water and working with community based programs in support of foster children and organ donation.
To learn more about the professional history of our financial advisor(s), please visit brokercheck.finra.org
New Aspect Financial Services, LLC. is licensed to sell insurance in AZ, CA, IL, MA, MI and MN, and is registered to offer securities in AZ, CA, FL, GA, IL, MA, MD, MI, MN, NY, OH and TX. Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Advisor. New Aspect Financial Services, LLC. and Woodbury Financial Services, Inc. are not affiliated entities.