Mitch Mahoney - Financial Advisor

08/13/2026

One of the biggest hurdles our clients run into daily is the mindset shift of going from ‘saver’ to ‘spender’ in retirement. When you spend so long building it - how do you know how much is ok to spend?

Many retirees are too conservative with their spending, cutting back more than they need to and enjoying retirement less than they could.

08/12/2026

Life is meant to be lived, and enjoyed.

06/04/2026

Had a great time celebrating with fellow winners at the Best of Ashburn reception last night. We would be nothing without our support system!

05/13/2026

Thanks to the support of clients, family, and friends - we are excited to announce that Mitch has been recognized by Ashburn Magazine for the 3rd year in a row as the winner for “Best Financial Advisor”.

We are so thankful to be involved with this wonderful community & congratulations to all the well-deserved category winners this year!

02/03/2026

Best of Ashburn voting for 2026 is live and Mitch is once an again nominated for ‘Best Financial Advisor’.

We are very thankful for the support of our clients, business partners, friends, and family who make running a flourishing business possible.

If you feel compelled to vote, you may vote daily between now and the end of the month!

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01/03/2026

Investing is a journey that is different for everyone based on their goals, needs, and timeline(s). Know the answers that lead you down your best path!

Schedule a free intro call today: https://www.symphonyfinancial.net/mitchells-meeting-page/

The environment for investors continually shifts, but the principles of effective wealth management do not. Here are three themes to help investors grow and use wealth in 2026.

01/03/2026

Set a financial goal that you can reach in the new year. We put together 6 goals that can help you in reaching your targeted financial wellbeing in 2026.

12/29/2025

Social security COLA updates heading into 2026.

How much is the increase: Social Security benefits and Supplemental Security Income (SSI) payments for 75 million Americans will increase by 2.8 …

12/29/2025

Tax bracket updates and retirement account contribution limits to know - heading into 2026.

This quick reference guide provides tax brackets and key deductions, credits, and retirement plan contribution limits for 2026.

12/07/2025

On Dec 13th from 9am-Noon we will once again be a part of hosting pictures with Santa at SimplyBe Coffee.
SimplyBe coffee is a wonderful experience, as it is a shop run by a ministry that helps employ members of the special needs community.

If you're interested, check out the attached flyer for the QR code to sign up for a slot!