Kevin Mautte is a CERTIFIED FINANCIAL PLANNER® serving clients in the Greater Richmond Region of Virginia. He specializes in providing comprehensive financial planning with an emphasis on clear, easy-to-understand financial education and advice to support clients and their families in pursuing their financial goals. Kevin employs a goals-driven wealth management strategy to help clients visualize the overall picture of their financial lives. This method enables him to counsel clients on strategic retirement spending, tax reduction, wealth building, maximizing social security benefits, and education and legacy planning. His dedication to providing relevant financial advice and services instills confidence in clients regarding their financial future.
Kevin prioritizes building personal connections with clients to understand their unique financial goals, tendencies, and behaviors. He guides clients through the tradeoffs of different financial decisions, emphasizing the management of controllable factors to align each choice with long-term financial success.
Kevin enjoys spending time with his wife, Johanna, and their three sons, Grayson, Lane, and Noah. The family is often at sports events where Kevin coaches or cheers on his sons in various activities. He volunteers at their elementary school, Cool Spring, and enjoys mountain biking and participating in short triathlons. The family spends summers at the beach (OBX or Topsail) and winters snowboarding or skiing.