Meet the Mason & Associates Team
Comprehensive financial planning backed by a
stellar team of advisors and operations experts
You Will Have a Team Behind You
When you work with our firm, you’re not just getting one advisor—you’re gaining the
collective expertise of an entire team
While you’ll have a dedicated primary contact, you are a client of the firm as a whole, meaning you always have access to multiple professionals who understand your financial situation. If your advisor is unavailable, the rest of our team is here to step in seamlessly, ensuring you always have the support you need. Our built-in succession planning means that no matter what happens, your financial plan remains on track with experienced professionals ready to guide you.
We bring together diverse expertise in federal benefits, private sector planning, tax strategy, insurance, estate planning, and investment management. This breadth of knowledge allows us to provide comprehensive, well-rounded advice tailored to your unique needs. Behind the scenes, our operations team works diligently to ensure everything runs smoothly, making your experience seamless and efficient. With our team approach, you benefit from the collective wisdom, experience, and dedication of everyone at our firm.
Team Approach
Advisors
Operations
Outsource the Thinking, Not the Decision Making.
Your financial life is complex, but that doesn’t mean you need to carry the full burden of managing it.
- A True Partnership – We work alongside you, distilling complex financial matters into clear, actionable insights
- Informed Decision-Making – We analyze, strategize, and present recommendations, but the final decision is always yours.
- Guided by Your Financial Plan – Every recommendation aligns with your long-term goals and customized financial plan.
- Strategic Investment Management – While we handle tactical investment decisions within your overall strategy, we collaborate with you to set the big-picture direction.
Let’s Get to Know Each Other
Before you commit to a new financial plan, we’d like to discuss your goals and address your
initial questions in a no-strings-attached meeting, allowing us both to determine if we’re the
right fit to support you.