A complete list of active advisors currently associated with Mason & Associates, LLC

Warmer can help you find a great advisor at Mason & Associates, LLC or one who fits your needs even better.

Mason & Associates serves individuals, high‑net‑worth individuals, and trusts, offering discretionary and non‑discretionary investment management alongside financial planning and related services such as divorce planning. The firm also facilitates tax return preparation and the drafting of estate‑planning documents through unaffiliated third‑party providers, and it periodically delivers educational seminars on topics including federal employee retirement benefits. Mason implements strategic asset allocation using diversified model portfolios composed primarily of mutual funds and exchange‑traded funds, with periodic rebalancing to maintain target allocations. For substantially all managed accounts it recommends or retains an independent sub‑adviser (GeoWealth) to provide model construction, trade processing, reporting, and custodial interfacing, and it may act on a discretionary basis where authorized by the client. Noteworthy features include the firm’s broad use of an Independent Adviser relationship for most clients and its arrangement to facilitate third‑party tax and estate services, alongside the firm’s practice of advertising third‑party ratings in its materials. Mason does not require a minimum asset level to open an account and supplements its advisory services with occasional client seminars, practices that are less common among comparable team firms.

To learn more about the advisors currently working at Mason & Associates, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.