ABOUT OWN YOUR MONDAY WEALTH MANAGEMENT
Meet Justin Bacon
Founder & Lead Advisor, Own Your Monday Wealth Management
I spent years working as a portfolio manager in the traditional wealth management industry. Over time, I realized something important. True financial independence isn't about hitting some arbitrary target number in a spreadsheet. It's about waking up on a Monday morning and having complete control over how you spend your day.
I started Own Your Monday Wealth Management for a very personal reason. I wanted to control my own time so my family didn't have to wait until I was 65 to do the things we love, like traveling. Now, I use my industry experience to help other successful professionals step out of the corporate grind and transition securely into early retirement.
How I Work
Because I run an independent, solo practice, you will always work directly with me. You won't be passed off to a junior advisor. To make sure I can deliver that level of dedicated, one on one attention, I intentionally limit my practice to working with a maximum of 40 to 50 families.
MBA
University of Maryland
CFA®
Chartered Financial Analyst
My investing philosophy is straightforward and evidence based. I am a passive ETF investor because I believe in keeping your costs low, minimizing your taxes, and capturing long term market growth rather than trying to time the market. I sit on the same side of the table as you, offering objective, fee only advice without the industry jargon or corporate sales quotas.
Outside the Office
While my practice is entirely virtual and I serve clients nationwide, my home base is Montgomery County, Maryland. I live here with my wife, Melissa, our kids, Brady and Evelyn, and our dog, Macy.
When I'm not building financial plans, you can usually find me on a sideline coaching youth basketball, soccer, or baseball.
If we aren't at a game, I'm probably traveling, skiing, hiking, or out training for a trail run.
At the end of the week, my favorite place to be is in the backyard, cooking and having a bonfire with the family.
Ready to Own Your Monday?
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