Oak Wealth Advisors Neil Mahoney Biography Photo

Biography of Neil Mahoney


To help special needs families, people with disabilities, and people supporting the disability community use their money and other resources to enjoy a fulfilling life and build a better world.


Born and raised in Heber Valley, Utah

Twin sons with cerebral palsy, autism, intellectual disability and developmental delays

Bachelor Degree from Brigham Young University and M.B.A. from Georgia State University

Professional Credentials:
Certified Financial Planner professional (CFP®)


Began career in accounting at a small family business and became CFO of an engineering firm

Became COO for a wealth management firm and assisted with its merger into Modera Wealth Management

Founded ABW Wealth Advisors in 2012 and later began focusing on serving families with members with special needs


Planned Presenter for BYU Education Week on special needs financial planning

Delivered personal financial planning presentations to multiple non-profit organizations

Leader of the Salt Lake City NAPFA Study Group

Treasurer for the Utah Chapter of the Financial Planning Association (FPA)

Treasurer for the 2019 National Convention of the National Model Railroad Association (NMRA)


Married for 27+ years to Rebecca Mahoney
We have three children

I enjoy playing table tennis and the piano

I have been involved with model railroading since childhood and am enamored of both model and real trains. I am one of the few people in the world who shouts, “Yes!” when having to stop for a passing train at a railroad crossing.


Member of the Academy of Special Needs Planners, NAPFA Special Needs MIX Group member,

Treasurer of Bear-O-Care, a non-profit day support program for people with multiple disabilities,

Advisory Board Member of Utah Parent Center, an educational non-profit supporting families with special needs members