3 Best Financial Services in Washington, DC

“ Illumint was founded by Kevin Mahoney, is a fee-only financial planning firm. Kevin Mahoney is the founder & CEO of Illumint. He holds an undergraduate business degree from Georgetown University and an MBA in finance from Georgia Tech. Investopedia named him one of the top 100 financial advisors in the country. As a financial advisor in Washington, DC, he has worked exclusively with Millennials since 2017. He realized that many families have the same questions about spending, saving, and investing that he once had. Because of this, he has spent the past seven years focusing his training, research, and work on helping people with these specific financial decisions.”

“Monumental Financial Planning operates with loyalty, good faith, and undivided attention toward their clients’ needs. They look to provide a transparent, ethical, and trustworthy environment that can foster strong relationships with their clients. Monumental Financial Planning is committed to working toward your financial success and works tirelessly to help ensure that your plan is working toward achieving your goals. John Cortale is the Managing Director of Monumental Financial Planning. He has 23 years of experience. He is an APMA™ Accredited Portfolio Management Advisor. Monumental Financial Planning provides investment, asset allocation, and portfolio recommendations based on your individual goals and personal risk tolerance. They will then design an investment strategy and create a financial roadmap for you that is engineered from the ground up in an effort to stand the test of time.”

“2026 Update: Kathleen Finn, LLC provide a wide range of tax services that are customized specifically for your situation. Kathleen Finn is an experienced professional in tax and financial services. She is both a Certified Financial Planner™ and an Enrolled Agent. She has strong expertise in both Financial Planning and Tax Matters. She leads a team that focuses on providing tax solutions that are designed to benefit the client. Their approach is to look at your entire financial situation, not just one part of it. This includes your Income, Investments, Taxes, and Interest rates. By understanding how all these areas connect, they can give you a clear overview of your finances and offer practical, easy-to-follow strategies. Overall, they aim to provide simple, personalized advice that fits your specific needs and helps you make better financial decisions.”