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:
  • AR
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • ID
  • IL
  • KY
  • MA
  • MD
  • MI
  • MN
  • MO
  • MS
  • 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

What's your vision?

We can help you bring your vision to life.

Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

Global leader

UBS is a world-leading wealth manager

More than 150 years

offering financial advice