Empowering you to turn your financial opportunities into "I can't believe this is our life" decisions for your family

Financial Planning For Millennial Parents in Washington, DC

Financial Planning for Millennial Parents in Washington, DC

Empowering you to turn your financial opportunities into life-changing experiences for your family

Gaby doesn't think college savings are her top financial priority. But we automated small, frequent investments into her 529 plan before her son was even born. She feels excited about the opportunities that early investing can create.

Alicia & Tim want to have the money to travel freely with their kids while they live at home. So we invest more savings in a non-education account than in their 529 plan. They love that their money grows, but with flexibility attached.

Maria & Alex recognize that they don't yet know what college will look like for their daughter. So we set up their savings and investments to reflect the competing goals they have, such as college, retirement, and buying a vacation home.

Sarah feels that her student loans limited her after college. So she's proud to be investing in 529 plans in two different states to reduce her taxes and investment fees. She isn't neglecting her retirement, but college comes first for now. 

You Have Less Than 18 Years With Your Kids to Make Your Money Work For You and Your Life

Is Your 529 Plan and 401(k) Costing Your Family?

You Could Get More Out of Your Money

You're not alone in feeling uncertain about how much to save for college. And that financial uncertainty can have a negative impact on how your family spends, saves, & invests your money. But financial planning for Millennials can empower you to better align your money with the life you're living now and the future you want for your kids.

Millennial parents like these saved money for years without Investment confidence or direction.

They decide to apply.

What changed for them?

You deserve a financial advisor who specializes in your family's specific life stage. As a Millennial with two young kids, I understand the financial uncertainty you feel. And I'm excited to help you use financial planning for Millennials to gain the clarity necessary to fully invest in your family's life.

To do so, I became a fee-only financial advisor in Washington, DC, a Certified Financial Planner (CFP®), and a fiduciary. I also hold an undergraduate business degree from Georgetown University and an MBA in finance from Georgia Tech. I live in the Adams Morgan neighborhood of Washington, DC with my wife and boys.


Certified Financial Planner



I know financial planning can feel daunting before you start. And Millennial parents in Washington, DC are busy. Still, you need to choose to take action. You need to decide to apply. Only then can these specific steps empower you to invest in your family's future. Why would you wait to give your kids the life you want for them?













You Can Start to take control of Your Family's Financial Future This month. Here's How:

The AWARD-WINNING 'Invest in your Family Framework'

Here's How to Start Investing in Your Family's Financial Future This Month

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

– Meg M.


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

– Laura F.

Financial planning for Millennial parents like you prevents you from making financial decisions that limit what's possible for your family

Your Family's Biggest Future Financial Decision Deserves Attention Today

You Don't Want to Regret Not Starting Sooner

Your Biggest Future Financial Decision Deserves Attention Today