Neil Mahoney, CFP® ABW Wealth Advisors

Contact this advisor

About Neil Mahoney, CFP®

My name is Neil Mahoney and I’m a CERTIFIED FINANCIAL PLANNER™ professional who loves to help special needs families and people with disabilities enjoy life, make the most out of their money, and live the best life possible.

As a father of three kids, including twins with disabilities, my wife Rebecca and I have first-hand experience with many of the financial and life challenges special needs families face. I’m here 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.

My 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.

I absolutely love playing table tennis (ping pong) and before the pandemic was playing 5+ days per week. I have a lifelong passion for trains and model railroading, much to the dismay of my wife, and especially enjoy “operating sessions” and getting stuck waiting at railroad crossings. RVing in our 41-foot trailer is new adventure for our family and we have enjoyed getting outside more often.

Contact this advisor

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Caretakers
  • Charitable Giving
  • Special Needs

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $250
  • Quarterly Fee: $750
  • Flat Fee: $750+
  • Assets Under Management: 1.00%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Loading...