The Mason Companies was founded over 25 years ago to provide clients with highly customized financial planning, investment management, and charitable giving advice. Our practice is founded on the principle that our clients deserve straight forward advice, offered by highly experienced, trusted advisors, not influenced by the conflicts presented when a firm offers proprietary “solutions” or recommends products in part because of commissions or “back end fees” received.
We provide our clients with advice based on sound, time-tested principles, and with the data that we believe they need to make sound financial decisions. Our practice is relationship based – backed by a highly experienced staff dedicated to providing each client with extraordinary service and attention. We believe that our clients are best served in the context of a relationship dedicated to their success.
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