Our Core Services
Mount Vernon Financial is a Fee-Only firm. This means we do not earn commissions or receive income from products. We do not sell insurance, annuities, or mutual funds to earn commissions. Our only incentive is your success.
Investment Management
Building and managing a customized investment portfolio based on your goals, time horizon, and risk tolerance.
Monitoring and rebalancing investments regularly to help keep the portfolio aligned with changing markets and your objectives.
Providing risk management strategies to protect your wealth, such as diversification across stocks, bonds, and other assets.
Creating long-term plans for major life goals like retirement, college savings, tax efficiency, and preserving your wealth for posterity.
Financial Planning
Developing a comprehensive financial roadmap that aligns income, expenses, savings, and long-term goals.
Creating and managing a personalized budgeting and cash flow strategy to improve financial stability and savings capacity.
Planning for major life events — such as retirement, education, or home purchases — by projecting your future needs and setting clear targets.
Providing ongoing guidance and adjustments as life circumstances change, ensuring the plan stays relevant and effective.
Retirement Planning
Defining retirement goals, including desired lifestyle, timeline, and estimated income needs.
Developing a savings and investment strategy using accounts like 401(k)s, IRAs, and other vehicles to build retirement wealth.
Creating a tax-efficient withdrawal plan to help maximize your income and minimize taxes during retirement.
Monitoring progress and adjusting the plan over time to account for market changes, inflation, and evolving life circumstances.
Complex Equity Compensation
Evaluating all forms of equity compensation — such as stock options, RSUs, and ESPPs — to determine value, vesting, and overall strategy.
Developing strategies to help minimize tax liabilities through strategic timing of exercises and sales.
Designing a diversification strategy to reduce overconcentration in company stock to protect and balance wealth.
Aligning equity compensation with liquidity events and long-term financial goals.
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 will build a step-by-step plan for your future, so you can live the life you dream of.