About Us

Our Advisors

Kevin Mautte, CFP®

Kevin Mautte is a Certified Financial Planner, CFP® serving clients in the Greater Richmond Region of Virginia. Through comprehensive financial planning, Kevin provides easy to understand financial education and advice to help clients and their families pursue their financial goals. He utilizes a goals-driven wealth management approach to financial advisement to allow his clients to see the big picture of their financial lives.  This approach helps him counsel his clients on appropriate spending strategies for retirement, tax reduction, wealth building, maximizing social security benefits, education and legacy planning.

Kevin takes great care in providing relevant financial advice and services to his clients to give them confidence in their financial futures.

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