How can you pursue what matters most?

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Team Picture

Steven McMahon, CIMA

Steve McMahon has been a Financial Consultant since 1985.

A 1979 graduate of Clemson University, Captain McMahon spent seven years in service to our country as an officer in the Air Force working as an Airborne Intelligence Officer and a Nuclear Missile Launch Control Officer.

Today, his team helps manage the financial lives of numerous families, many of whom have been with him through multiple generations.  In parallel fashion, Steve was joined by his son, Matthew in 2021 and together, they formed The McMahon Group.

We help clients determine long-term financial goals and implement customized investment strategies.   As part of the McMahon Group, I am able to dedicate myself to the individual client’s needs and wants.  Simply put, we help our clients manage their time and their finances spending as much time as you require and as little as you desire.”    

Ordained as a Minister in the Roman Catholic Church since 1999, “Deacon Steve” primarily works with teenagers and young couples and serves in advisory roles in multiple charities.  He lives in Palm Beach Gardens, Florida with his wife Mona.  They thrive on the successes of their four children and four grandchildren.

Registered States:
  • AL
  • AR
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • ID
  • IL
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NH
  • NJ
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • VA
  • WI


  • B.A., Clemson University


  • Certified Investment Management Analyst®
  • Senior Portfolio Manager
3801 PGA Boulevard
10th Floor
Palm Beach Gardens, FL 33410
  • (561) 799-2301

Email Me

Unveiling your true needs-is the key to your success

We ask the questions that are important to the client. Because of our model, our clients get to spend their time doing the things that they enjoy. Our combination of integrity and work ethic make our client experience superior.

Goals-based planning

Goals-based planning

Advice. Beyond investing.

Portfolio management

Portfolio management

Man looking in VR headset

Making sense of significant wealth

We can help you plan for it.

When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?

We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

Global leader

UBS is a leading and truly global wealth manager

More than 160 years

offering financial advice