Adam Mahoney, ChFC®

Adam Mahoney is a dedicated Chartered Financial Consultant^® (ChFC^®) and the Founding Partner of Legacy Tree Financial, where he specializes in retirement income planning and working with business owners. With a deep passion for financial strategy and wealth preservation, Adam has been in the financial services industry since 2015, helping individuals, families, and entrepreneurs navigate the complexities of financial planning.

Adam holds a dual major in Business Management and Marketing from Northwest Missouri State University. His passion for finance was sparked at a young age by his mother, who introduced him to the world of investing and the wisdom of Warren Buffett. That early curiosity grew into an obsession with learning about financial markets, wealth-building strategies, and helping others achieve their financial goals.

At Legacy Tree Financial, Adam takes a holistic approach to financial planning. He believes that understanding each client’s unique situation is key to crafting strategies that align with their aspirations. His commitment to treating clients like extensions of his family sets him apart, ensuring that every financial decision is made with care, transparency, and their best interests at heart.

Personal Life & Interests

Originally from Council Bluffs, Iowa, Adam now resides in Elkhorn, Nebraska, with his wife, Brittany, their three children, and their energetic Goldendoodle. When he’s not working with clients, you’ll find him watching football, baseball, and hockey, or coaching his kids' soccer teams at Elkhorn Athletic Association. Giving back to the community is important to Adam, and he enjoys mentoring young athletes and helping them develop valuable life skills through sports.

A firm believer in continuous growth, Adam lives by Kobe Bryant’s words:

"It's a constant quest to try to be better today than you were yesterday and better tomorrow than you were the day before."