Mount Vernon Financial

Overview

Mount Vernon Financial is organized as a limited liability company under individual ownership and positions itself as a capital allocator and fee-based advisory firm. Its client engagements are structured on a percentage-of-assets and fixed-fee basis. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, portfolio management for business or institutional clients, and the selection of other advisers. The firm does not identify as an active ESG investor and is not described as a multi-state adviser or a pension consultant. One professional affiliation noted is with the accounting industry.

Assets & Accounts

Location & Offices