Kevin Mahoney

CFP®

Illumint

Founder & CEO

I can work with clients anywhere!

Kevin Mahoney

CFP®

Illumint

Founder & CEO

You're capable of figuring this stuff out, but is that really the best use of your limited time? - Kevin Mahoney, CFP®

Illumint offers virtual financial planning specifically for young couples and families. The Washington, DC-based company specializes in the financial decisions that arise during our late 20s & 30s as we try to pay off student loans, save for a house, and stick to a budget.

Kevin Mahoney, CFP®, is the founder & CEO of Illumint, which offers virtual financial planning specifically for young couples and families. He specializes in navigating the new financial decisions that arise during our late 20s and 30s as we try to pay off student loans, save for a house, and stick to a budget. Kevin, who is married with two young kids, holds video meetings at off-hours so that these conversations can wait until after work deadlines, date nights, and bath time. You can schedule a meeting with Kevin here to start getting some financial clarity as soon as this week.

When my wife and I were expecting our first child a few years ago, many of our initial conversations revolved around personal finance. Can we make student loans payments and save for college? How should we fit child care into our budget? And at what point might we want to buy a new house? 

Fortunately, I had a background in finance, so we had a head start on some of these questions. But even so, we still put a lot of effort into researching different acronyms, tax strategies, and companies. I figured that my life was about to get more hectic, and I was concerned that tasks likes these would cut into the limited time I had for date nights and playgrounds.

I often thought, if I had these feelings – even with an MBA in finance – how much more stressed must other people my age be? I realized that I had the ability to offer our generation an uncommon alternative: a financial planning company that’s actually designed for us. Welcome to the Illumint financial community. 

Education

CERTIFIED FINANCIAL PLANNER™

M.B.A. (Finance), Georgia Tech

B.S. (Business Administration), Georgetown University

Kevin Mahoney 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

This is what financial planning for our generation looks like

Illumint offers virtual financial planning specifically for young couples and families.  The company's founder & CEO, Kevin Mahoney, CFP®, helps his peers navigate the new financial decisions that arise during our late 20s and 30s as we try to pay off student loans, save for a house, and stick to a budget.  Illumint is based in Washington, D.C., but operates virtually (via video chat) in order to work with peers across the country. You can schedule a meeting with Kevin here to start getting some financial clarity as soon as this week.

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

Specialties

  • Budgeting
  • Paying Off Student Loans
  • Purchasing a House
  • Child Care & College Savings
  • Financial Independence / Retirement
  • Tax Strategies

Ideal Clients

  • Millennials / Gen Y
  • Young Parents
  • Engaged & Newly Married Couples
  • Rising Young Professionals

Working Together

  • Virtual Meetings (Worldwide)
  • Evening Scheduling Option
  • Clearly Defined Fees
  • No Product Sales

Professional Designations & Affiliations

Contact Kevin Mahoney

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Office Locations:

  • Wonder Bread Factory
    641 S Street NW
    Washington, DC 20001

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