We place clients' interests first and empower them to live their best life.

Mason & Associates is an independent, fee-only financial planning firm located in Newport News, Virginia. We provide ongoing comprehensive financial planning and tax planning advice to clients locally and throughout the United States.

Our financial advisors specialize in providing financial planning advice to federal employees who are covered by the Federal Employee Retirement System (FERS) and Civil Service Retirement System (CSRS). The financial planning team helps federal employees maximize federal benefits and provides guidance in all areas of financial planning such as retirement planning, tax planning, and estate planning.

Not a federal employee? No problem! We serve a variety of clients who have no ties to the federal government other than the taxes they pay. Our financial planning process and client experience allows us to serve families who are already retired or actively working.

New Client Process and Client Experience

John Mason, Certified Financial Planner^TM, Michael Mason, CFP®, Tommy Blackburn, CFP®, CPA, PFS and Ben Raikes, CFP®, EA host the Federal Employee Financial Planning Podcast. The episodes discuss a wide range of federal benefits, tax and financial planning strategies, and at times features guests from other areas of the financial industry.

OUR MISSION

We provide unique, transparent, and comprehensive financial planning advice that places clients' interests first and empowers them to live their best life.

OUR VISION

To uphold our commitment to family values, exceptional customer service, and individualized financial planning advice for future generations as we expand our team of qualified financial professionals.