About Mason & Associates

 

 

Mason & Associates, LLC

Mason & Associates, LLC is an independent financial planning firm located in Newport News, Virginia. Our firm was founded in 2003 as the “go-to” firm for Federal employees seeking comprehensive financial planning advice. Success over the years has expanded our areas of specialty to include members of the Armed Forces, Virginia State Employees (Virginia Retirement System - VRS), Huntington Ingalls Industries personnel, and all private sector employees. Our goal is to maximize the use of employer-based pensions and benefits and guide clients as they supplement these benefits with private plans and investments.

The Mason Financial Planning Team offers comprehensive financial planning to State and Federal employees throughout the Peninsula and Tidewater region of Virginia (Williamsburg, Newport News, Hampton, Yorktown, Norfolk, Chesapeake, and Virginia Beach). Because of our location in Hampton Roads, VA, we have the unique opportunity to specialize with Federal, State, and Military personnel due to our close proximity to Langley Air Force Base, Little Creek Base, Ft. Eustis Army Base, Norfolk Naval Shipyard, NASA, Department of Defense, and the VA Hospital, to name a few. You do not have to be a State or Federal employee to enjoy our exceptional planning services, but if you are, you absolutely want Mason & Associates on your team.

In addition, since many of our clients are Federal/Military, we utilize technology to maintain long-distance relationships with people who live all over the country. If you move from Virginia or live in another state, don’t worry - we can work with you!

Tune in to the Mason & Associates Financial Planning Radio Show to hear more about our financial planning strategies. Michael and John co-host the bimonthly call-in radio show, heard locally on WNIS AM 790. The show airs the first and third Tuesday of every month from 6:00 to 7:00 p.m. 

 

 

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.

Our Commitment:

We love our clients and consider them part of our family.

Call Us Anytime: (757)223-9898 or Email Us