Neil Mahoney, CFP®

Oak Wealth Advisors

Neil Mahoney, CFP®

Oak Wealth Advisors

Neil Mahoney, CFP®

Oak Wealth Advisors


Neil's desire is 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. 

Neil's career has included roles in accounting at a small family business, CFO of an engineering firm, and COO for a wealth management firm. He founded ABW Wealth Advisors in 2012 and later began focusing on serving families with members who have special needs.

As the father of twin sons with cerebral palsy, autism, intellectual disability and developmental delays, Neil has firsthand experience navigating medical care, educational programs, public benefits, caregiving, and family relationships. His personal experience in the disability community and professional experience in personal financial advice have now merged at Oak Wealth Advisors, where he collaborates with a talented team focused on serving families with special needs members.

Firm Description

Oak Wealth Advisors provides special needs planning and collaborates with other specialists and advisors to provide comprehensive advice and support to families with special needs members.

Unlike most financial services firms, we are fiduciaries.  We are obligated by law to put our clients interests first.  We do not sell insurance and we have no financial ties to any investment firms or financial products.  Therefore, our advice is independent and objective.

We take joy in assisting families in maximizing their financial opportunities and proactively planning with them for the challenges to come.  


Day From To
Monday 9:00 AM 5:00 PM
Tuesday 9:00 AM 5:00 PM
Wednesday 9:00 AM 5:00 PM
Thursday 9:00 AM 5:00 PM
Friday 9:00 AM 5:00 PM


What Is a Special Needs Planner?

Main Office

10808 South River Front Parkway
Suite 353
South Jordan, UT 84095

836 Skokie Blvd.
Northbrook, IL 60062

3330 University Ave #202
Madison, WI 53705

On the web

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