I became a financial advisor in Washington, DC to help other Millennial parents turn their savings into memories with their kids
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*Disclaimer: statement not independently verified with wife
I became a financial advisor in Washington, DC to help other Millennial parents turn their savings into memories with their kids
Few things bring me more joy than sharing my favorite parts of life with my kids. But I reached a point at which uncertainty about how much we should save for the future threatened to limit what we spend now on vacations, camps, and other memorable family activities.
As an advice-only financial advisor in Washington, DC, I've worked exclusively with Millennials since 2017. And I've learned that many families share my previous questions about spending, saving, and investing. So I've focused my education & practice over the past seven years on this specific set of decisions.
Now, I want to empower other Millennial parents in Washington, DC to use their money in ways that improve their family's lives – Without stressing about the future & the uncertainty of our finances.
"Best financial advisor for millennials"
Business Insider
"Top 100 Financial Advisor in the U.S."
Investopedia
"Top Financial Advisor"
Washingtonian
Business Insider
InvestmentNews
Investopedia
Washington City Paper
Washingtonian
This "About Me" really shouldn't be about me.
It should be about you. That's why we're here, after all. Still, you may want to hear a little bit about who I am. How else can you know that you've found a financial advisor who really gets you?
I have two young kids.
There, that's probably the most important detail I can share. Why? Because I've personally experienced how money changes as you build a family. The stakes feel higher. The stress, the FOMO, the uncertainty – it all weighs on you a bit more.
That's why I'm here. That's why I founded this company.
I call this "financial planning for Millennials" to signal what you should expect from me. I want to emphasize that I'm ready to meet you where you're at in life.
Housing decisions? Student loans? Childcare costs? College savings? Yep, all fair game. These aren't traditional financial planning tasks. But I imagine you'd like to talk through them.
I'm a financial advisor in Washington, DC. I've seen the tough decisions that come with expensive childcare. But I also live here, too. So like you, I've had to navigate a pricey housing market and high cost of living.
If you've noticed that I've picked up a few awards along the way, great. But that's not why you should work with me.
We'll mesh well if you want to make financial planning about you. About who you really want to be. And about what you want for your family's future.
What else can I tell you?
I have a Q&A page here. You also can feel free to e-mail me at kevin@illumintfc.com. And of course, there's always LinkedIn if you want to read the boring bio. ;-)
This "About Me" really shouldn't be about me.
It should be about you. That's why we're here, after all. Still, you may want to hear a little bit about who I am. How else can you know that you've found a financial advisor who really gets you?
I have two young kids.
There, that's probably the most critical detail I can share. Because I've personally experienced how money changes as you build a family. The stakes feel higher. The stress, the FOMO, the uncertainty – it all looms larger.
That's why I'm here. That's why I founded this company.
I call this "financial planning for Millennials" to signal what you should expect from me. I want to emphasize that I'm ready to meet you where you're at in life.
Housing decisions? Student loans? Childcare costs? College savings? Yep, all fair game. These aren't traditional financial planning tasks. But I imagine you'd like to talk through them.
I'm a financial advisor in Washington, DC. I've seen the tough decisions that come with expensive childcare. But I also live here, too. So like you, I've had to navigate a pricey housing market and high cost of living.
If you've noticed that I've picked up a few awards along the way, great. But that's not why you should work with me.
We'll mesh well if you want to make financial planning about you. About who you really want to be. And about what you want for your family's future.
What else can I tell you?
I have a Q&A page here. You also can feel free to e-mail me at kevin@illumintfc.com. And of course, there's always LinkedIn if you want to read the boring bio. ;-)
NFL scouting assistant
Six
Coffee shop in the mountains
5:24 (unofficial)
Cage diving with great white sharks
Bicycle
"Thanks to Kevin's advising, I now feel more confident and knowledgable making financial decisions for my family."
– Meg M.
(25)
"Kevin is calm, non-judgmental, and excellent at asking questions that help you drill down to core goals."
– Laura F.