Welcome to the Mason Companies

As an independent firm with more than 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.




Our Services

Investment Stewardship for Endowments and Funds

Mason Investment Stewardship combines the elements of consulting, independent investment management, and continuous oversight that we believe Investment Committees need to help them effectively and responsibly guide their organization’s investments.

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Investment Management for Individuals

The Mason Companies offers a full range of investment management services for individuals, families, and trusts guided by our 4-step process, in-depth allocation strategy, objective implementation, and careful monitoring, managing and reporting.

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Financial Planning for Executives

Financial Planning for Executives offers highly personalized corporate-sponsored financial planning that provides objective, independent advice with sensitivity to the corporate sponsor’s interest in retaining key executives.

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Financial Planning for Individuals

Financial Planning for Individuals provides objective, independent fee-based financial planning differentiated by our ultimate goal of exceptional levels of personal service and an effective, implemented plan.

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