Sarah Avery
Financial Planning Associate
Mason Investment Advisory Services Named Among Top OCIO Providers by Pensions & Investments (2025)
Reston, VA, July 14, 2025 — Mason Investment Advisory Services, Inc. (Mason), a registered investment advisory and financial planning firm based in Reston, Virginia, has been ranked on Pensions & […]
Financial Advisor Magazine Recognizes Mason Investment Advisory Services Among 2025 Top RIAs
Reston, VA — Mason Investment Advisory Services, Inc. (Mason), a Reston-based registered investment advisory and financial planning firm, has been recognized on Financial Advisor Magazine’s 2025 America’s Top Registered Investment […]
Five Mason Investment Advisory Services, Inc. Professionals Named to Northern Virginia Magazine’s Top Financial Professionals List (2025)
Reston, VA — Mason Investment Advisory Services, Inc. (Mason), Reston, VA based registered investment advisory and financial planning firm, is pleased to announce that five advisors have been distinguished as […]
When Your Child Becomes an Adult
As your child gains independence, ensure you’re ready to support them in a crisis with key planning tools. Link to PDF
2025 Mid-Year Market Review by the Mason Research Team
In our mid-year review, members of Mason’s research team assess market volatility, analyzes the notable shift toward international equities, and examines the importance of maintaining disciplined investment strategies during periods […]
First Quarter 2025 Market Review by the Mason Research Team
In our quarterly review, members of Mason’s research team assess the current market environment, revisit interest rates and inflation, and explore the shift of investor assets to international markets. Download […]
Planning for a Financial Windfall
A financial windfall, whether from an inheritance, the sale of your business, an executive bonus, or other liquidity event, presents a unique opportunity to enhance your wealth. Thoughtful planning ensures your newfound assets […]
Mason Investment Advisory Services Recognized on Barron’s “2025 Top 100 Institutional Consulting Teams” List
Reston, VA — Mason Investment Advisory Services, Inc. (Mason), a Reston, VA-based registered investment advisory and financial planning firm, is proud to announce its continued recognition by Barron’s, earning a spot […]
How Efficient is Your Asset Allocation Strategy?
Setting an asset allocation strategy that’s appropriate for your organization should begin with a thorough review of your investment objectives, time horizon, risk tolerance, and spending requirements to help determine […]
The Investment Policy Statement: A Framework For Realizing Your Organization’s Mission
A strong Investment Policy Statement is key to aligning your nonprofit’s investments with its mission and fulfilling your fiduciary duties. Enter your email address and we’ll send you a copy […]
AMG Pantheon Offers Update on the AMG Pantheon Private Equity Fund
Mason Investment Advisory Services hosted representatives from AMG and its affiliate, Pantheon Ventures (Pantheon) for an update on the private equity markets and on recent activities within the AMG Pantheon […]
Jason Hicks Joins MIAS Consulting Team
Jason Hicks Joins Mason Investment Advisory Services, Inc., as Senior Investment Consultant Hicks brings over 15 years of investment consulting experience to Mason’s expanding institutional consulting team. Reston, VA, April […]
Mason Investment Advisory Services Announces Promotion of George Gouin to Chief Operating Officer
Reston, VA, February 25, 2025 — Mason Investment Advisory Services, Inc. is pleased to announce the promotion of George Gouin to Chief Operating Officer. For the past several years, many […]
Celebrating 25 Years of Dedication: Chris Schreiner’s Milestone Anniversary
Reston, VA, February 6, 2025 — This Saturday, February 1st, marks a remarkable milestone—Chris Schreiner’s 25-year anniversary with Mason Companies. His journey is a testament to what can be achieved […]
Insights from a T. Rowe Price Leader
In building client portfolios, Mason advisors and analysts do in depth due diligence not only on individual investment funds but on the management companies that sponsor them. At Mason, we […]
Do You Want to Make a Difference This Holiday Season?
Tips for Charitable Giving Nonprofit organizations receive much of their revenue during the holiday “giving season,” with 26% of donations arriving in December.1 If you want to contribute to causes […]
Mason Investment Advisory Services Achieves New Heights in Barron’s “2024 Top 100 RIA Firms”
Reston, VA – Mason Investment Advisory Services, Inc. (Mason), a registered investment advisory and financial planning firm based in Reston, VA, is proud to announce its recognition in Barron’s 2024 […]
David Odiorne Celebrates 25 Years with Mason Investment Advisory Services, Inc.
Reston, VA, September 11, 2024 — Mason Investment Advisory Services, Inc. is pleased to celebrate a remarkable milestone for David Odiorne, III, CFP®. David, a Senior Financial Planner with our firm, […]
Mason Investment Advisory Services Employees Recognized by Northern Virginia Magazine (2024)
Reston, VA, August 30, 2024 — Mason Investment Advisory Services, Inc. (Mason), Reston, VA based registered investment advisory and financial planning firm, proudly announces that eight of its employees have been […]
Mason Investment Advisory Services Ranks again on Financial Advisor Magazine’s 2024 America’s Top RIAs.
Reston, VA — Mason Investment Advisory Services, Inc. (Mason), a registered investment advisory and financial planning firm based in Reston, VA, today announced its ranking at No. 43 on Financial […]
Continuing Education Workshop – 4/29/2025
Community Foundation of Greater Fort Wayne and Mason Investment Advisory Services, Inc. Present: Charitable Planning in 2025 Charitable Planning in 2025 is a continuing education session inclusive of two modules. […]
Tiffany Coleman
Tax Administrator
Jason Hicks
Senior Investment Consultant
Ashley Magnani
Client Service Associate
David Montague
Financial Planning Associate
Anita Nagdev
Tax Manager
Sofia Verzino Reedy
RFP Manager and Marketing Specialist
Harrison Smith
Associate Investment Consultant
