We are set apart by our strong commitment to act solely in our clients’ best interests, and by our continued pledge to uphold the trust created between our advisors and our clients.


Hiring an experienced team that integrates concentrated stock holdings, retirement, estate, trust and philanthropic planning with sophisticated investment consulting is more efficient and is what our clients want and expect.

“The Mahoney Group’s mission is to help clients pursue the goals that they personally value most, without undue sacrifice to their lifestyle or unnecessary investment risk. That’s why our work combines detailed strategy consideration, a meticulous process and a disciplined investment philosophy to create an individualized approach with each client.”

The clients we work with are accomplished individuals who have dynamic goals for their wealth and their lives. That’s what makes our job so great, because becoming better financial advisors always starts with our relationships with our clients. For such clients we offer a degree of advice and guidance, service and experience we feel few other financial teams can exceed. We believe affluent families, prestigious institutions and other financial professionals seek us out because of our reputation and stay because of their experience with our team. We invite you to see for yourself how we can help create the wealth management experience you want.