Fee-Only Fiduciary
Financial Advisory
Navigate peak earning, pre-retirement, and retirement years with confidence. We create a personalized strategy so that you can have financial peace of mind as you invest and plan for your future.
Do you have a clear financial plan for the future?
Society has a clear message for your money - SPEND IT! It’s easy to find yourself living a lifestyle that doesn’t align with your long-term financial goals.
You feel like you lack financial direction.
Every time you research financial planning, you get confused. You don’t know where to start.
Your lifestyle doesn’t match your goals.
You continuously find yourself spending more than you anticipated. Do you have a clear plan that will keep you on track?
You’re afraid it is too late to create a secure future.
You worry it’s too late to create the future you’ve always dreamed of. How do you enjoy life, while making up for lost time?
Start planning your future today.
Your future is bright. At Mount Vernon Financial, our goal is to simplify your path to financial freedom. Get started in three easy steps.
1. Book a meeting.
Go to our online scheduler and book your first appointment.
2. Meet your advisor.
Get to know your advisor and discuss your goals for the future.
3. Build your plan.
We help you build a clear plan, giving you the confidence to live the life you’ve always envisioned.
Modern investment management to keep your money working for you.
We deliver a portfolio that is tailored to your values, risk tolerance, and overall financial goals.
We emphasize low-cost investment solutions grounded in Nobel Prize-recognized research to keep your portfolio well diversified and reduce unnecessary risk.
Services We Can Help With
“The secret to building wealth in one word: Discipline”
At Mount Vernon Financial, we’re redefining what you should expect from a financial advisor. Our approach is built to simplify your financial life, so you can focus on what matters most, pursuing your goals with clarity and confidence. Here are some of the services that we offer:
Financial Planning
Create a step-by-step plan for your financial future, making sure you are able to reach your goals.
Equity Compensation
RSUs, stock options, deferred comp, ESPPs — optimize your exercise and vesting strategy.
Investment Management
Set clear goals for your investment strategy by creating a portfolio that matches your risk tolerance.
College Savings Plans
Make sure your student’s future is planned by proactive planning over their lifetime.
Retirement Planning
Ensure that you are on your way to creating a clear retirement plan with carefully managed spending levels.
Estate Planning
Leave a legacy for those you care about by ensuring that your wishes are carried out beyond your lifetime.
Looking for a Certified Equity Professional?
Mount Vernon Financial specializes in complex equity compensation. We help employees and executives make smart decisions about their stock options, RSUs, deferred comp, ESPPs, and company shares. We model the tax impact and optimize your exercise and vesting strategy.
Chart your path towards a brighter future.
Discover how you can create the life you want, while maintaining the values you hold dear. Book a meeting with our financial advisor and find out how to create the life you dream of.
Common questions you may have.
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A "fee-only" firm only collects revenue from advisory fees paid directly by clients. We don’t earn commissions or other compensation to push products from insurance or investment companies. This helps reduce conflicts of interest between the client and advisor.
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A fiduciary is legally obligated to act in your best interest, upholding the highest standards of loyalty, care, and transparency. At Mount Vernon Financial, we take our fiduciary duty seriously—because we believe it’s one of the most important factors to consider when choosing a financial advisor.
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We follow Modern Portfolio Theory, a Nobel Prize–winning framework that aims to maximize returns for a given level of risk. Through diversification and strategic asset allocation, we build portfolios designed to deliver efficient growth using low-cost and, when appropriate, tax‑advantaged investment vehicles.
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We're happy to meet in-person, via video conference, or by phone. We serve clients locally in Mount Vernon and the surrounding Columbus area, and virtually nationwide.
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Our Advisory Fees for specific Assets Under Management are are follows:
$0 - $250,000 = 1.25%
$250,001 - $1,000,000 = 1.00%
$1,000,001 and Above = 0.90%
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Yes! Our firm operates both in-person and entirely digitally. If you’re comfortable with video calls and online meetings, there are no barriers to us working together.
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Our fees are often more competitive than those of larger firms because we keep our overhead low—no expensive office space, big marketing spend, or unnecessary staffing layers.