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: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!
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 Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
November 17, 2025
Recent Event: Year-End Planning: Tax and Estate
Missed our recent webinar on year-end tax and estate planning? No problem—click the link below to watch the full recording. Discover valuable insights into the latest tax rules and learn how they could impact your financial strategy as the year comes to a close.
November 17, 2025
Tax-Smart Charitable Giving Strategies in Light of OBBBA
Giving back feels good—and with the right strategy, it can be smart too.
Explore how updates under the One Big Beautiful Bill Act may influence your charitable plans and your tax outlook.
November 14, 2025
Income-Producing Asset Options
With the Federal Reserve lowering interest rates, income-generating assets are back in focus.
Janney’s latest piece brings together insights from our Investment Strategy Group, Wealth Management, and Capital Markets teams to explore key asset classes and strategies for navigating this environment.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue, we explore the possibilities for European equities, inflation dynamics, and September’s cautionary market tone.
Life Insurance: It's Not Just for Income Replacement
If you or your family has significant wealth, you may benefit from leveraging life insurance outside of the traditional approach.
Safeguard Your Legacy: The Importance of Organizing Physical Stock Certificates
Physical stock certificates may seem old-fashioned, but they carry real value and real risks. Taking steps now to organize them can simplify your financial future and protect your legacy.
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.