Welcome, Ben Raikes, CFP®, EA
Mason & Associates has a new Advisor!
We are excited to announce the latest addition to our financial planning team, Ben Raikes, CFP®, EA.
Ben and Tommy Blackburn formerly worked together at another respected financial planning firm, and Ben is excited to be joining the Mason & Associates team. Like John Mason and Tommy Blackburn, Ben graduated from Virginia Tech’s Certified Financial Planner program within the Pamplin School of Business. Since graduating, Ben has earned the following credentials, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Enrolled Agent (EA) admitted to practice before the IRS. Ben brings 10 years of diverse financial and tax planning experience, and more importantly, his addition helps solidify the succession plan and future of the company. Ben will spend the next few months getting to know all things Mason & Associates, then will move quickly into helping current and future clients with their financial plans.
Our goal is to remain a small giant in the financial planning industry by upholding our commitment to family values, exceptional customer service, and individualized financial planning advice. In order to provide the highest quality service, we must maintain a serviceable client to advisor ratio. Maintaining a wise client to advisor ratio allows us to remain nimble and to maintain a qualified and dedicated support team.
With Ben joining our team, our succession plan and the future of Mason & Associates is brighter than ever. Ben provides additional capacity to serve referrals and form new client relationships. Most importantly, Ben will join John and Tommy as a member of the advisory team that we believe will serve clients for decades.
We are all so pleased to have such a talented planner join our team and love that he and Brittany fit so well with our family business, family culture, and holistic planning approach.
A note from Ben:
To the Mason & Associates Family,
I am so excited to be joining such a wonderful team of caring and compassionate Financial Planners. I am thrilled to have the opportunity to help you in your mission to empower your clients to live their best lives. I look forward to working with the entire team and meeting with the many clients that you have cared for over many years.
-Ben Raikes, CFP®, EA
