Neil Mahoney (CFP®, MBA)

Neil Mahoney focuses in the
following client markets or areas of practice:

Charitable Giving

Special Needs Planning

Planning Specialties

As a father of three kids, including twins with disabilities, Neil and his wife have first-hand experience with many of the financial and life challenges special needs families face. Neil wants to guide families with special needs on their journey to their best life.

Neil's ideal clients are special needs families, people with disabilities, and professionals serving the disability community.

Additional Information

Neil has worked in financial services for 20+ years. He absolutely loves playing table tennis (ping pong). He has a lifelong passion for trains and model railroading, much to the dismay of his wife, and especially enjoys “operating sessions” and getting stuck waiting at railroad crossings.