Kevin G. Kern

Associate Wealth Advisor:
Jacob Saxton
Client Service Associate:
Tricia Bornstein

Kevin G. Kern

Partner / Senior Wealth Advisor

Kevin Kern leads the firm’s direct wealth planning division, serving clients across the U.S. and internationally. With over 35 years of experience in financial services, Kevin is recognized for his client-first philosophy, strategic insight, and long-term relationship focus.

Under his leadership, ACM has grown to over $11 billion in assets under management and is consistently ranked among the top 100 independent advisory firms in the country.

In addition to his management and advisory work, Kevin hosts ACM’s Live – Plan – Invest podcast and regularly authors wealth commentaries known for their clarity, candor, and distinctive style. Earlier in his career, he co-founded one of the nation’s first daily syndicated financial radio programs—an experience that helped shape his communication-driven approach to advising.

Kevin is also active in nonprofit leadership. He currently serves as Chairman of the Westchester Medical Center / Good Samaritan Hospital Foundation and is a board member of the Hudson Valley Performing Arts Foundation. He previously served as President of the Sugar Loaf Performing Arts Center. He resides in New York’s Hudson Valley with his wife Sheila—who first heard him on the radio—and is a devoted supporter of West Point football.

GO ARMY, BEAT NAVY.

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