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 […]
2024 Market Review by the Mason Research Team

Mason’s Research Team presents their analysis of the 2024 market. This annual review reflects Mason’s commitment to providing thoughtful insights and strategic perspectives for investors navigating an ever-changing financial landscape. […]
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 […]
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 – 01/23/2025
The Putnam County Community Foundation and Mason Investment Advisory Services, Inc. Present: Charitable Planning in 2025 Charitable Planning in 2025 is a continuing education session inclusive of two modules. The […]
Tiffany Coleman

Tax Administrator
David Montague

Financial Planning Associate
Anita Nagdev

Tax Manager
Sofia Verzino Reedy

RFP Manager and Marketing Specialist
Harrison Smith

Associate Investment Consultant