Neil V. Mahoney

South Jordan, UT 84095

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CRD#: 4781371

Professional summary

Neil Von Mahoney, CFP® was a registered financial advisor .

Neil is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Neil had worked at 5 firms and has passed the Series 65 exam.

Biography

Neil has worked in financial services for 20+ years, first in Atlanta and now in Utah. He absolutely loves playing table tennis (ping pong) and before the pandemic was playing 5+ days per week.  He has a lifelong passion for trains and model railroading, much to the dismay of his wife, and especially enjoys “operating sessions” and getting stuck waiting at railroad crossings.  RVing in a 41-foot trailer is new adventure for Neil's family and they have enjoyed getting outside more often.

Question & Answer

What are your service offerings?

Investment Planning

Social Security Planning

Comprehensive Financial Planni...

Tax Planning

Estate Planning

Retirement Planning

Life Transitions

Elder Care

Do you have an area of expertise or specialization?

Charitable Giving

Special Needs Planning

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

ABW FINANCIAL GROUP, LLC; IS NOT INVESTMENT-RELATED; 10808 S RIVER FRONT PKWY, SUITE 315, SOUTH JORDAN, UT 84095; PRIMARILY A HOLDING COMPANY OF ABW ADVISORS, LLC; LEGAL ENTITY ESTABLISHED JAN 2012, BUT NO SERVICES PROVIDED UNTIL NOV 2012; TITLE IS OWNER & MANAGER; APPROX. 4 HOUR/MONTH; APPROX. 4 HOUR/MONTH DURING SECURITIES TRADING; PRIMARILY A HOLDING COMPANY, MAY PROVIDE PERIODIC CONSULTING (FOR EXAMPLE, TO A PRIOR EMPLOYER).

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

September 10, 2025 - Present

Office #1: 10808 S River Front Pkwy Suite 353, South Jordan, UT 84095

South Jordan, UT

Past

January 18, 2023 - September 9, 2025

OAK WEALTH ADVISORS LLC

RIA

CRD#: 148832

South Jordan, UT

Past

November 2, 2012 - December 31, 2022

ABW WEALTH ADVISORS

RIA

CRD#: 162348

SOUTH JORDAN, UT

Past

November 30, 2007 - October 31, 2012

CAMBRIDGE WEALTH COUNSEL

RIA

CRD#: 127349

SANDY, UT

Past

June 2, 2004 - June 14, 2006

LIFEWISE FINANCIAL PLANNING, INC.

RIA

CRD#: 131060

ALPHARETTA, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(10/10/2025)

IAR

Utah
(9/10/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/7/2004

Uniform Investment Adviser Law Examination

Current firm

No current employment

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Neil V. Mahoney

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

OAK WEALTH ADVISORS LLC

ABW WEALTH ADVISORS

CAMBRIDGE WEALTH COUNSEL

LIFEWISE FINANCIAL PLANNING, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/7/2004

Current firm

No current employment

Red Flags

Company Information

No current employment

TRUST BUT VERIFY

Contact information

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