The Mason Companies
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Why Choose Mason
Investment Stewardship for Endowments and Funds
Investment Management for Individuals
Financial Planning for Executives
Financial Planning for Individuals
Financial Planning for Corporate Transactions

As an independent firm with over 30 years of experience, The Mason Companies provides corporate sponsored and individual Financial Planning services and Investment Management for individuals, trusts, endowments, and funds. We believe that clients are entitled to independent counsel based on objective data and time-proven strategies – provided by an organization that has no proprietary products or “preferred” provider relationships that can compromise our advice.

The Mason Companies is dedicated to serving clients that value a disciplined approach to managing their financial success, and a service-focused relationship with an advisor that encourages timely, thoughtful action.

Thank you for considering The Mason Companies. We look forward to the opportunity to be of service.


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Registered Investment Advisor; Mason Securities Inc., a FINRA Member Broker / Dealer; and Mason Associates. Please see our Disclosures and Privacy Policy .