Wealth MANAGEMENT on a greater scale

The Mahoney Group was founded in 1993 when we first determined that in order to provide truly comprehensive financial planning services we needed to form a group of advisors with complementary skills. By bringing diverse perspectives to the planning process, we knew we could offer our clients the far-reaching benefits of comprehensive planning, instead of just the traditional practice of selling investment products. We also determined that helping companies and organizations manage the fiduciary obligations of their corporate retirement plans would be a natural progression of the retirement planning advice we offer to individual clients.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for investment management consultants.