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 help special needs families and people with disabilities be as strong as possible financially to help reduce financial stress and increase quality of life.

Neil's ideal clients are special needs families, people with disabilities, professionals serving the disability community, and good-hearted people who are or commit to become financial or volunteer supporters of the disability community.

Additional Information

Neil has worked in financial services for 20+ years, first in Atlanta and now in Utah. He absolutely loves playing table tennis (ping pong) and before the pandemic was playing 5+ days per week. 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. RVing in a 41-foot trailer is new adventure for Neil's family and they have enjoyed getting outside more often.

NAPFA Start Date

September 30, 2014


This Office

10808 S River Front Pkwy Ste 3115 South Jordan, UT 84095-5939 Phone: (385) 404-8338