Awards
2025 FORBES BEST-IN-STATE WEALTH ADVISOR AWARD
For the third consecutive year, Chris Mahoney has been named to the Forbes 2025 Best-In-State Wealth Advisor list.
2024 FORBES BEST-IN-STATE WEALTH ADVISOR AWARD
For the second consecutive year, Chris Mahoney has been named to the Forbes 2024 Best-In-State Wealth Advisors list.
2023 FORBES BEST-IN-STATE WEALTH ADVISOR AWARD
Chris Mahoney has been named to the Forbes 2023 Best-In-State Wealth Advisors list.
Our Team
With over 73 years of combined industry experience, Mahoney Private Wealth delivers the experience necessary to help define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Environmental, Social, and Governance Investing
Environmental, Social, and Governance (ESG) investing is a rapidly growing investment discipline that includes many factors that make up traditional corporate best practices.
Professional Designations
Our team works to provide the highest quality of service to our clients. We strive to offer advice that is unique to each client and will help them towards their financial and life goals. Our team has earned a number of designations that help us in offering comprehensive wealth management solutions. Learn more about our designations below.
Divorce Planning
Going through a divorce can be an emotionally trying time. Ironing out a divorce settlement, attending various court hearings, and dealing with competing attorneys can all weigh heavily on the parties involved.
In addition to the emotional impact a divorce can have, it's important to be aware of how your financial position will be impacted. Now, more than ever, you need to make sure that your finances are on the right track. You will then be able to put the past behind you and set in place the building blocks that can be the foundation for your new financial future.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Janney's Mid-Year Market Update
What’s next for the economy and markets?
Recent Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Event: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
June 23, 2025
In periods of market uncertainty, it is crucial to evaluate all your options.
Annuities may offer a combination of asset protection, tax deferral, and income features that can support a diversified retirement strategy.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/04/28/leveraging-annuities-during-market-uncertainty
June 20, 2025
In retirement planning, timing is key. But market volatility can be a concern.
Annuities may provide a steady income stream and help manage market volatility in retirement. Learn how they might fit into your strategy.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/05/05/timing-is-everything-using-annuities-as-a-retirement-planning-tool
June 17, 2025
In its Mid-Year Update, Janney’s Investment Strategy Group provides baseline prognostications for the economy, the equity and fixed-income markets, their evolution, and investment implications for the remainder of 2025.
Read here: https://www.janney.com/wealth-management/education/market-commentary/detail/insights/2025/06/13/outlook-2025--mid-year-update
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Marriage, Divorce, and Financial Planning: Building and Protecting Your Financial Future
Marriage is not just a union of hearts. It is also a merger of finances, responsibilities, and legal commitments. When that union ends, whether amicably or not, the financial consequences can be significant. Preparing for these transitions with a clear financial strategy is one of the most empowering steps you can take.
Planning Strategies for Remaining 529 Balances
If you saved more for college than you needed, here’s how to make the most of the leftover funds.
Life Events May Trigger Lending Needs
Life is full of events and circumstances that may throw financial curveballs, which is why when it comes to your liquidity needs, your financial plan should address borrowing solutions that may be immediately accessible, when and if necessary.
Office Information
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.