Neil Mahoney (CFP®, MBA)

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

  • Business Owners
  • Corporate Executives
  • Generation X
  • Investment Advice with Ongoing Management
  • Special Needs Planning
  • Tax Planning

Planning Specialties

I have a specialty helping families caring for a loved one with special needs.  My wife and I have cared for our twin boys with special needs for over 20 years.

Additional Information

I grew up in Midway, Utah, spent several years in Atlanta, Georgia and now live in Sandy, Utah with my wife, three kids and dog "Sugar."  My hobbies includes model railraoding and ping pong.

Recent community activities include coaching girls softball, playing the piano for a church choir and serving as Treasurer for the 2019 National Model Railroad Association convention.

Member, Utah Financial Advisor Network (
Member, XY Planning Network (

NAPFA Start Date

September 30, 2014


This Office

10808 S River Front Pkwy Ste 315 South Jordan, UT 84095-5761