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
- Novice Investors
- Unmarried Couples
- College/Education Planning
- Fixed Fee (Subscription, Retainer, etc.)
- LGBT Couples and Families
- Millennials
- Novice Investors
- Unmarried Couples
Planning Specialties
Kevin Mahoney, CFP®, is the founder & CEO of Illumint, which offers fee-only financial planning for Millennials specifically. 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. Kevin has been named one of the "best financial advisors for Millennials" in the U.S. and a "young advisor to watch" in the financial planning profession.
Kevin, who is married with two young kids, offers clients flexible services that align with a life full of work deadlines, date nights, and bath times.Additional Information
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.
NAPFA Start Date
February 12, 2018