A complete list of active advisors currently associated with Mount Vernon Financial

Warmer can help you find a great advisor at Mount Vernon Financial or one who fits your needs even better.

Mount Vernon Financial, LLC is a newly registered, fee-only investment adviser that provides wealth management and financial planning to individuals, high‑net‑worth individuals, charitable organizations, and corporations. The firm offers discretionary portfolio management for both individual and institutional accounts and helps clients establish investment policy and goals. The firm’s investment process combines fundamental analysis with Modern Portfolio Theory and uses both passive and active vehicles to construct asset‑allocation driven portfolios. MVF may subscribe to model marketplaces and recommend or retain independent outside managers for portions of client portfolios while retaining ongoing oversight and permitting client‑imposed investment restrictions. Noteworthy aspects of the firm include an ownership link to an independent CPA firm (one non‑advisory owner holds a material equity interest) and a disclosed process to address that potential conflict of interest. MVF also offers standalone financial planning for a fixed fee rather than only asset‑based billing, requires custody at specified custodians (Charles Schwab or Altruist), assists in the selection of other advisers, and reported no assets under management at the time of its initial filing; it does not act as a private‑fund adviser.

To learn more about the advisors currently working at Mount Vernon Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.