Broker Check
Scott Mahoney, CFP®, CMFC®

Scott Mahoney, CFP®, CMFC®

Financial Advisor

Scott is a highly skilled financial professional who joined Family Wealth Management LLC in 2017, bringing with him over 15 years of experience in the financial services industry. As a Certified Financial Planner® (CFP®), Scott possesses a deep understanding of various financial aspects and specializes in Retirement Planning, Business Planning, and College Planning Strategies.

Scott obtained his Bachelor's Degree in Economics and Business Administration from McDaniel College in Westminster, MD, laying a strong foundation for his career. Additionally, he has earned the prestigious Chartered Mutual Fund Counselor® (CMFC®) designation through the College for Financial Planning, further enhancing his expertise in the field. Scott holds securities registrations including the series 7, 63, and 65, demonstrating his commitment to staying up-to-date and well-versed in his profession.

Originally from suburban Philadelphia, Scott currently resides in Rehoboth Beach, Delaware, with his wife. His presence at Family Wealth Management LLC has been instrumental in providing valuable financial guidance to clients, utilizing his extensive knowledge and experience to help them navigate the complexities of retirement, business planning, and college planning.

He enjoys…
Scott’s love for animals has led him to volunteer and serve on the board of Adopt a Homeless Animal Rescue, Inc. He also enjoys spending time with family & friends. In his free time, Scott plays plenty of tennis, participating in USTA and Inter-Club leagues.

Interesting fact…
Scott did not play organized tennis until his senior year in high school and then went on to play all four years in college. Scott attended George School, a Quaker boarding high school in Newtown, Pennsylvania.