1. Fill Out Our Financial Questionnaire
Download here. We can help you complete this form in person.
2. Book a Meeting
Call 561-451-9990 or fill out the form below.
3. Create a Plan
We’ll work together to achieve your financial goals.
OUR PHILOSOPHY
FULL SERVICE
As a fee-only Registered Investment Advisory firm, we offer retirement and tax planning services to help you achieve your financial goals.
HOLISTIC APPROACH
We diligently consider every aspect of your financial vision to create comprehensive plans that help position you for a successful future.
FIDUCIARY
We are legally and ethically bound to always make recommendations that are in the best interest of our clients—not ours.
WATCH THE WEBINAR
Stay tuned for the next webinar date to be announced.
LET'S GET STARTED
LET'S TALK
About Robert F. Mahoney, CPA/PFS
With over 40 years of experience in the financial services field, Bob Mahoney applies his extensive experience to help individuals, corporations, estates and trusts obtain their goals.
As a Certified Public Accountant and Personal Financial Specialist, Bob adheres to a strict code of professional ethics, is a fiduciary that considers your best interests, and brings a personalized and holistic approach to financial planning.
RFM Investment Advisor
Phone: 561-451-9990
Fax: 561-565-6560
7777 Glades Road | Suite 217
Boca Raton, Florida 33434