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Illumint by Kevin Mahoney, CFP®

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Washington, United States

illumintfc.com
Financial planner· Educational consultant· Financial consultant· Wellness program

Illumint by Kevin Mahoney, CFP® Reviews | Rating 5 out of 5 stars (5 reviews)

Illumint by Kevin Mahoney, CFP® is located in Washington, United States on Wonder Bread Factory, 641 S St NW. Illumint by Kevin Mahoney, CFP® is rated 5 out of 5 in the category financial planner in United States.

Address

Wonder Bread Factory, 641 S St NW

Phone

+12027806565

Open hours

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Claire B

I am incredibly grateful for the insight, empathy, flexibility, and diligence Kevin brought to our work together. As a professional woman, I reached out to Kevin for advice on investing and general finance questions. What I got was so much more...increased confidence and empowerment making financial decisions; decreased uncertainty and overwhelm about financial planning; a vision and plan for both my short-term and long-term financial goals; a clearer understanding of financial concepts and terms; an increased ability to access resources and ask the right questions; support during every step of my process (from the overall plan to the small action steps). Kevin took the time to get to know me and helped me create and execute a plan that attunes to my specific needs and goals. Kevin was consistently responsive to my questions and concerns; he provided answers and insight, as well as encouragement and kindness. He was always honest, genuine, and thoughtful, which was reassuring throughout the process. Kevin takes a strength-based approach to working with his clients, which is truly impactful and effective. I highly recommend working with Kevin!

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Missy Jenkins

Kevin has been extremely helpful over the last year, providing financial advice specific to my circumstances and walking me though a number of decision making processes. He was professional, always responsive, and had really flexible scheduling, making the whole process stress-free and easy. I will certainly continue to use his financial planning support!

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Andrea Bertrand

I'm a young professional who wanted to start investing but didn't know where to start. Kevin was super helpful in exploring all of my options, answering my many questions, and helping me get set up with a brokerage account. It was a painless process and I've already recommended Illumint to several of my friends.

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Ashley Evans

We’ve found Kevin’s advice really helpful and strongly recommend him to anyone looking for clear, professional guidance without a confusing or unattainable pricing. We chose the 4 Solution package and have so far talked through student loans, home buying, and short term investing. Kevin has a strong grasp of the competing priorities facing young couples in the DC area and also understands that most money decisions are about your comfort level with risk, your values, etc - he really helps my partner and I find an informed middle ground between my conservative risk-averse nature and her aggressive go-for-it tendencies. Kevin is also is great about checking in to see how things are going and cheering you on as you make progress. We’re looking forward to continuing working with him in the future as our lives change and new questions come up.

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Missy Baralt

Working with Kevin at Illumint was life-changing. I have had some negative situations with financial advisors who insisted that purchasing life insurance was the first step one must take to build financial security. Kevin is fee-only, ensuring the “fiduciary” standard. This means that he truly wants what is best for his client. And he really does -- he found the greatest resources that best accommodated me. What I appreciate most about Kevin is how he works to understands your unique needs -- and ways to meet your financial goals --- that are congruent to your life style, life demands, goals. He's gifted at explaining things in a way that make sense, and finds the best solutions for you that are feasible. He also really understands different generational demands; i.e., what worked for my parents isn't necessarily what will work best for me and here is why, how-- and that's ok! I feel so financially empowered now after working with him. And I'm working towards my life goals. I've accomplished more things with him in just a few months that I haven't been able to do since finishing school. I have so much gratitude for Illumint. Meetings with Kevin are done online so you can be any where (this also accommodates my busy work schedule and traveling). THIS is how financial advising should be done! I cannot recommend enough. As I said: life-changing. :)

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