Kevin Mahoney (CFP®)

Kevin Mahoney focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Fixed Fee (Subscription, Retainer, etc.)
  • LGBT Couples and Families
  • Millennials
  • Tax Planning

Planning Specialties

Kevin Mahoney, CFP®, is the founder & CEO of Illumint, which offers fee-only financial guidance specifically for the millennial generation. He specializes in navigating the new financial decisions that arise during our late 20s and 30s as we try to balance work, relationships, and children. Kevin, who is married with two young boys, holds virtual meetings at off-hours so that these conversations can wait until after deadlines, date nights, and bath time.

Additional Information

When my boys were born, I started to view mundane adult tasks, from grocery shopping to house repairs, as time not spent going down a slide, reading Dr. Seuss, or building train tracks for Thomas the Tank Engine. Financial chores were probably the most frustrating task. My to-do list never seemed to grow shorter, especially now that the kids had introduced new decisions into the mix. Our country's financial system didn’t help. I always felt the need to proceed warily to avoid high fees and unsuitable services. My wife and I tried working with my parents' financial advisor, but our experience wasn't positive. The process was poorly defined, the technology was cumbersome, and the suggestions we received failed to address our questions. I have an undergraduate business degree and an MBA in finance -- if I felt this way, how much more stressed must other people in my age group feel? I ultimately decided to apply my finance background to changing the answer to that question. Through a business model designed specifically for young families, newlyweds, and rising professionals, I want to bright light to your financial decisions, so that you can finally focus on more important activities.

NAPFA Start Date

February 12, 2018

Industry Start Date

September 12, 2017

This Office

1430 5th St NW Washington, DC 20001-2402 Phone: (202) 780-6565