Millennial father, husband, & financial advisor in Washington, DC

Merging professional knowledge with personal experience, Kevin has become a financial expert who guides and advocates for his generation.

Reviews

"Thanks to Kevin's advising, I now feel more confident and knowledgable making financial decisions for my family."

– Meg M.

(23)

"Kevin is calm, non-judgmental, and excellent at asking questions that help you drill down to core goals."

– Laura F.

Millennial father, husband, & financial advisor in Washington, DC

Merging professional knowledge with personal experience, he has become a financial expert who works with and advocates for his generation.

When my wife and I were expecting our first child a few years ago, we found ourselves thinking through personal finance decisions much more often.

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 new questions. I was concerned that these tasks would continue to cut into the limited time I had for date nights and playgrounds.

 I OFTEN THOUGHT, IF We HAD THESE FEELINGS, HOW MUCH MORE STRESSED MUST OTHER PEOPLE MY AGE BE?

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 new questions. I was concerned that these tasks would continue to cut into the limited time I had for date nights and playgrounds.

 I OFTEN THOUGHT, IF We HAD THESE FEELINGS, HOW MUCH MORE STRESSED MUST OTHER PEOPLE MY AGE BE?

Awards

"Best financial advisor for millennials"

Business Insider

"40 Under 40" Class of 2021

InvestmentNews

"Top 100 Financial Advisor in the U.S."

Investopedia

"Best of D.C." Money Management Services

Washington City Paper

"Top Financial Advisor"

Washingtonian

"Top 100 U.S. Financial Advisor"

The "Formal" Bio

Kevin Mahoney, CFP®, is the founder & CEO of Illumint, a Washington, D.C-based company that offers online financial planning for Millennials. He specializes in navigating the new financial decisions that arise during our late 20s and 30s as we try to repay student loans, buy a house, and invest our savings.

As a fiduciary and expert on his generation’s most pressing financial issues, Kevin also works 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 Kevin to provide relevant, nonjudgmental personal finance knowledge to their Millennial audience.

Kevin’s work as a Certified Financial Planner™ draws on his finance experience in the professional sports and commercial real estate industries. His decision to transition to a personal financial advisor in Washington, DC, though, stems from his and his wife’s experience preparing financially for their first child. Around this time, Kevin noticed that young couples like them lacked good options for receiving financial advice specific to their stage in life. Traditional financial planning, with its emphasis on large investment accounts and product sales, wouldn’t help with their goals in life. Millennials needed more fee-only advisors who can discuss the benefits of renting, the cost of raising children, and the new ways in which couples now manage their money.

Drawing from his daily conversations with his peers, Kevin has emerged as a thoughtful, unique voice in the personal finance industry and has written for Yahoo! Finance, Fatherly, and Kiplinger; he currently writes on a monthly basis for Forbes. He also regularly serves as a resource for journalists, providing insight to national publications such as the New York Times, Washington Post, Newsweek, Time, CNBC, The Huffington Post, Real Simple, Consumer Reports, and Marketwatch.

Kevin holds an undergraduate business degree from Georgetown University and an MBA in finance from Georgia Tech. Business Insider called Kevin one of the "best financial advisors for Millennials" in the U.S., and Financial Advisor Magazine named him one of 10 "young advisors to watch." He is a proud member of the XY Planning Network, Advisor Growth Community, Fee-Only Network, and National Association of Personal Financial Advisors (NAPFA). Kevin also is the father of two young kids, who would tell you he excels at making oatmeal, building forts, and singing bedtime songs.

Need an expert source? Check out Kevin’s recent contributions to local & national personal finance articles

Kevin In The Media

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FIRST FULL-TIME JOB

NFL scouting assistant

DAILY TRANSPORTATION MODE

MEMORABLE TOURIST ACTIVITY

FIFA WORLD CUPS ATTENDED

Four

FAVORITE PLACE TO RELAX

Coffee shop in the mountains

FASTEST MILE

5:24 (unofficial)

Cage diving with great white sharks

Bicycle

 FUN FACTS ABOUT KEVIN

Money Frameworks for Millennials

Check out more of Kevin's writing

Financially Well

A Millennial couple holds hands while standing next to a pair of baby shoes

With less doing and more thinking, we can set ourselves up for better, more consistent financial decisions in the future.

A Millennial couple holds hands while standing next to a pair of baby shoes

Compelling options to save for retirement, including the mega backdoor Roth exist. But only if you have access.

A Millennial couple holds hands while standing next to a pair of baby shoes

We have choices after an investment setback. That may include tax-loss harvesting, which can help us salvage tax savings from the frustration.