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Kevin Mahoney, CFP®

Award-Winning Financial Advisor for Millennials

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ILLUMINT Kevin Mahoney, CFP®
Washington, DC

Serving Clients Nationwide

Award-Winning Financial Advisor for Millennials

Website

Areas of Focus

  • Education Funding
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Kevin Mahoney. I'm a financial advisor in Washington, DC, and the founder & CEO of Illumint. In 2017, I launched Illumint to specifically offer financial planning for Millennials. In doing so, I specialize in helping other parents navigate one of the biggest financial decisions of their lives, including 529 plans, merit aid, and other tuition discounts.

As a fiduciary and an advocate for our generation’s most pressing financial issues, I also work with employers and brands on a variety of Millennial-driven personal finance events and projects, including speaking engagements, financial wellness programs, and sponsored campaigns. Organizations such as George Washington University, Nestle, General Assembly, WeWork, and Johns Hopkins University have partnered with me to provide relevant, nonjudgmental personal finance knowledge to their Millennial audiences.

My work as a Certified Financial Planner™ draws on my finance experience in the professional sports and commercial real estate industries. My decision to transition to a personal financial advisor in Washington, DC, though, stems from my and my wife’s experience preparing financially for their our child. Around this time, I noticed that young couples like us lacked good options for receiving financial advice specific to our stage in life. Traditional financial planning, with an almost exclusive focus on investing, wouldn’t help sufficiently with our goals in life. Millennials need more fee-only advisors who can discuss the benefits of renting, the cost of raising children, and the new ways in which parents are thinking about college tuition.

I enjoy sharing my perspective on personal finance with other Millennials, so I regularly serve as a resource for journalists. I've provided insight to national publications such as the New York Times, Wall Street Journal, Washington Post, Newsweek, Time, and CNBC. I've also written for Yahoo! Finance, Fatherly, Kiplinger, and Forbes.

I hold an undergraduate business degree from Georgetown University and an MBA in finance from Georgia Tech. I'm both proud and humbled to say that Investopedia identified me as one of the top 100 financial advisors in the country. And Business Insider named me one of the "best financial advisors for Millennials" in the U.S. I'm a member of the XY Planning Network, Fee-Only Network, Advisor Growth Community, and National Association of Personal Financial Advisors (NAPFA). Last but certainly not least, I'm the father of two young kids, who only care if I play sports with them after school.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • Fee Only Network
  • National Association of Personal Financial Advisors
  • The AGC
  • XY Planning Network

Primary Location

Wonder Bread Factory, 641 South St NW, Washington, DC 20001

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Advice-Only
  • Fee Only
  • Flat Fee
  • One-time Financial Plan
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above and complete the application that should take about 2 minutes to complete. It consists of 8 short questions, which help me to begin to understand how I can help you and your family with your money.

Offers Investment Management

Yes

About our Firm

Illumint offers fee-only financial planning specifically for Millennial parents. As the company's founder & CEO, I help my peers navigate the new financial decisions that arise during our 30s and early 40s as we try to save for college, repay student loans, buy a house, and invest our savings. Illumint is located in Washington, D.C., but operates virtually in order to work with Millennials across the U.S.

Investment Philosophy

I take a passive, time-tested, research-based approach to investing. I'll never pretend that I (or anyone else) can consistently pick specific companies or industries who will outperform others. Instead, we maximize your diversification, minimize your costs, and align your investment risk with the timing of when you plan to use the money. Ultimately, then, your returns are based on what the global stock market offers. Over time, as different companies in the U.S. and abroad grow, you'll be in a position to build your wealth.

Values

✅ YOU SHOULD SPEND MONEY NOW WITHOUT GUILT

Not all of it, of course. But money is only a means to an end. In order to make the most of your life at every age, you need to spend the money that you earn.

✅ YOUR TIME IS MORE VALUABLE THAN MONEY

You see your kids growing up fast. Using your money to gain control of your time is the most powerful way to take full advantage of life's fleeting moments.

✅ RETIREMENT ACCOUNTS ARE OVERRATED

Saving money for your much older self is important. However, you also need to invest in more flexible accounts that you can access throughout your life.

✅ YOUR CHILD NEEDS A COLLEGE TUITION LIMIT

Expensive brand-name colleges don't lead to more life satisfaction or higher earnings. Minimizing student loan debt is one of the best ways to ensure that your child thrives.

Education

Georgetown University, Bachelor of Science, Business Administration (BSBA) | Georgia Institute of Technology, Master of Business Administration (MBA), Finance

Badges

Hobbies and Interests

  • Family
  • Sports

SEC Lookup

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Who We Serve

  • Dual Income Family
  • Families
  • Gen Y / Millennials
  • Newly Engaged / Newlywed
  • Parents
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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