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Mount Vernon Associates, Inc.

575 South Charles Street, Suite 401
Baltimore, MD 21201

Phone:

(410) 377-9780

Fax:

(410) 244-8730

E-mail:

Uncovering Opportunistic Value

Welcome to our Web site,
 

Today securities markets appear more complex than ever before.  A flood-tide of new investment products has surfaced over the years, adding to the complexity.  With rapid social, economic and political changes taking place both here and abroad, the art of investing has become increasingly difficult.

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In 1986, we set ourselves up as an intentionally small group of professional investment managers, with the purpose of executing a sound investment strategy, tailored to the specific needs of each client.

Mount Vernon Associates provides asset management services for pension funds, profit sharing plans, endowments, foundations, trusts and private investors.

Taking this quiz may help increase understanding of estate planning.

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This article discusses why U.S. Treasury yields have risen sharply and the potential impacts on consumers, businesses, and investors.

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The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.

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As the race among large tech companies to monetize AI hits full throttle, it's worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.

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This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

How Long Will Your Funds Last?

This calculator can help you estimate your annual federal income tax liability.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck