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 is a registered, fee-only investment adviser that offers wealth management and written financial planning. The firm provides ongoing portfolio management and advice for individuals and high-net-worth clients, and also lists charitable organizations and corporations or other businesses among its client types. The firm’s stated approach combines asset-allocation principles and both passive and active strategies, with portfolio construction guided by Modern Portfolio Theory and attention to tax considerations. Mount Vernon Financial may use outside managers and subscribes to model marketplaces (including third-party models) to implement and customize client portfolios, and it generally acts on a discretionary basis subject to client-imposed restrictions. Noteworthy aspects of the firm include that it was recently formed and registered and reported no assets under management as of the ADV filing, indicating it is in an early stage of operations. The firm also discloses an ownership affiliation with an independent CPA firm (a non-advisory owner holds an ownership interest in that accounting firm), a relationship it documents and discloses as a potential conflict of interest; additionally, while small in size, the firm is not structured as a solo practitioner and requires clients to custody assets at its recommended custodians.

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.

Name	Location	Years of experience
Zach Falbo	Mount Vernon, OH	9

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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