An INVITATION to be our client

Since 1993, The Mahoney Group has cultivated a well-earned reputation for providing professional financial guidance, sound investment advice and attentive personal service to individuals and institutional clients alike.

Whether it’s customizing comprehensive wealth strategies for individuals in successful careers, practices and businesses; or helping institutional clients evaluate their funds and expenses and meet their fiduciary obligations, professionals at The Mahoney Group are here to help. Let’s explore the opportunity of working together.


A goal without a plan is just a wish.

Antoine de Saint-Exupery