A complete list of active advisors currently associated with Mason-McBride Capital Advisors, LLC
Warmer can help you find a great advisor at Mason-McBride Capital Advisors, LLC or one who fits your needs even better.
Mason-McBride Capital Advisors provides financial planning and consulting primarily for business entities and retirement plans, including pension and profit‑sharing plans, and offers 401(k) plan design, vendor benchmarking and annual ERISA fiduciary reviews. The firm also serves individuals and high‑net‑worth clients but does not manage client assets or accept custody; investment management services are generally implemented through referrals to a third‑party broker‑dealer/adviser relationship. The firm’s process follows a five‑step planning discipline and a “Total Return Process” that integrates legal, tax, insurance and investment considerations to develop customized recommendations and monitor progress. For analysis and portfolio construction it uses both fundamental and technical analysis and a range of instruments (index and actively managed funds, equities, debt, private placements and long/short techniques); planning and consulting services are billed on an hourly basis rather than as a percentage of assets. Distinctive features noted in the brochure include the principal’s legal background and an affiliated insurance business, and an explicit pension and 401(k) consulting practice focused on plan design, vendor strategies and fiduciary review—services that are less common among firms in this category. The adviser also discloses that associated persons are registered representatives of LPL Financial (and that referrals and commission arrangements may create conflicts of interest) and that associated persons devote a substantial portion of their time to outside business activities.
To learn more about the advisors currently working at Mason-McBride Capital Advisors, 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.
Name |
Location |
Years of experience |
|---|---|---|
Troy, MI
| 23
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")