Kevin Peacock

CFP®, CAIA

Astra Strategic Wealth

Managing Member

I can work with clients anywhere!

Kevin Peacock

CFP®, CAIA

Astra Strategic Wealth

Managing Member

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Kevin Peacock, CFP®, CAIA

(800) 805-8740

Fee-Only financial planner located in New York, NY, serving clients locally and across the country

Kevin Peacock is a New York, NY fee-only financial planner. Astra Capital Management LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Kevin Peacock is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

I'm a New York City-based CFP® professional and majority owner of Astra Strategic Wealth, a Fee-only Registered Investment Adviser. I do not sell products and I will always put your interests first. Our firm’s clients typically include physicians, dentists, business owners, financial professionals, and knowledgeable investors.

I began my career in Ernst and Young’s tax practice upon receiving a Bachelor of Science in Accountancy from Villanova University. I went onto earn an MBA through study at Monmouth University and WHU – Otto Beisheim School of Management. I also earned a Master of Science in Financial Engineering from Stevens Institute of Technology, where my research focused on the term structure of implied volatility in various market environments.

I will take time to listen and understand the nuances of your goals, preferences, needs, and challenges. Based on our discussions, we will collaborate to create your personalized roadmap to financial independence.

Kevin Peacock is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Astra Strategic Wealth provides a wide range of financial advisory services, freeing you to focus on what matters most to you.

The following are the core tenets of our client relationship and investment philosophy:

• Every client is unique. We offer a broad range of investment solutions designed to fit diverse goals, risk tolerances, and tax situations.

• Quality research should be the foundation of investment selection. Financial planning and investment strategies should be objective, data-based and time-tested.

• The interests of clients and advisors should be aligned. We never receive commissions or referral fees for investment recommendations.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Investment Management
  • College Education Planning
  • Tax Planning
  • Retirement Savings

Ideal Clients

  • Physicians
  • Dentists
  • Business Owners and Executives
  • Financial Professionals
  • Knowledgable Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Kevin Peacock is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Kevin Peacock is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Chartered Alternative Investment Analyst® (CAIA®)
    Kevin Peacock is a Chartered Alternative Investment Analyst® (CAIA®)

    Chartered Alternative Investment Analyst® (CAIA®) is a professional designation offered by the CAIA Association to investment professionals who complete a course of study and pass two examinations. The "alternative investments" industry is characterized as dealing with asset classes and investments other than standard equity or fixed income products. Alternative investments can include hedge funds, private equity, real assets, commodities, and structured products. The CAIA curriculum is designed to provide finance professionals with a broad base of knowledge in alternative investments.

  • Financial Planning Association
    Kevin Peacock is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

  • XY Planning Network
    Kevin Peacock is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact Kevin Peacock

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Office Locations:

  • 99 Madison Ave
    Fl 631
    New York, NY 10016

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