Remote Jobs at Mahoney Asset Management

Mahoney Asset Management

1 - 10 employees

Founded 1998

💸 Finance

👥 B2C

Finance • B2C

Mahoney Asset Management is an independent investment advisory and wealth management firm focused on retirement planning for individual clients. The firm uses a patented "GPS" questionnaire and projection tool to model clients’ retirement income needs and offers personalized financial planning, portfolio construction, in-person advisory meetings, and ongoing portfolio monitoring. Securities are offered through affiliated broker-dealer Newbridge Securities Corporation and investment advisory services through an SEC-registered advisor; the firm publishes market commentary and educational resources for clients.