Distinctions that make upOur DIFFERENCE

When seeking a trusted advisor to serve as your financial partner, there are many factors to consider. Finding the right fit is essential for your financial independence and well-being. There are many important characteristics that we believe allow us to stand out from other financial services practices. Please consider the following:

  • Our Mission and Values
  • The Mahoney Group difference
  • Core Investment Beliefs
  • Our team experience and credentials
  • Our collaborative work environment
  • A foundation of trust, a reputation of integrity
  • Investments are managed by us and personalized for you
  • Our breadth of services and industry knowledge
  • The support and resources of Raymond James
  • Our service is built on solid relationships
  • We encourage open communication

Please note: There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss. Past performance is not indicative of future results.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.


Only when you combine sound intellect with emotional discipline do you get rational behavior.

Warren Buffett