Mason Investment Advisory Services is pleased to welcome Amy Mitchell, CFA, CFP®, CPWA®, to its Private Client group as Senior Wealth Advisor. Amy joins Mason with decades of experience in finance and wealth management, and she will also co-lead Mason’s Women of Wealth initiative alongside its founder, Sarah Baker.
Amy Mitchell, CFA, CFP®, CPWA®, Senior Wealth Advisor joins the Mason Investment Advisory Services Private Client team in September, 2026.
“Amy brings a rare combination of experience across government, consulting, and wealth management, and she approaches every client relationship by first understanding what matters to them,” said Chris Schreiner, Co-CEO of Mason. “That thoughtfulness fits Mason’s culture and the way we serve families. We are pleased to welcome her to our Private Client group.”
About Amy
Amy Mitchell, CFA, CFP®, CPWA®, Senior Wealth Advisor, partners with families, executives, and business owners to help them navigate financial life decisions and grow and protect their wealth. She first collaborates with clients to understand their “why,” then develops a financial and investment plan that supports their vision and acts as a roadmap to achieving their goals. She engages clients in all aspects of their wealth plan, creating space for meaningful conversations around retirement planning, education planning, estate and philanthropic planning, and investment management, always with a tax-sensitive focus.
With her thoughtful approach, Amy often works with her clients’ children and parents to help ensure that each generation is supported and a family’s legacy and values are passed on. She is a strong advocate for fully involving both spouses in the financial planning process, and she specializes in helping women prepare for significant life transitions, such as career movement, widowhood, divorce, and caring for elderly parents.
Co-Leading Women of Wealth
Amy’s work with women navigating life transitions connects directly to Mason’s Women of Wealth initiative, which she will co-lead with Sarah.
“I started Women of Wealth because women often face major financial decisions during moments of real change, and they deserve a planning partner who understands that,” said Sarah Baker, CFP®, Senior Wealth Advisor at Mason. “Amy has spent years helping women through widowhood, divorce, and caring for aging parents, and I am excited to co-lead the initiative with her.”
Experience and Credentials
Amy’s career spans government, consulting, and wealth management. After interning in college at an independent wealth management firm, she worked at the Federal Deposit Insurance Corporation in capital markets and the Chairman’s Office. She was awarded a one-year term as a Brookings Institution Legislative Fellow, advising a U.S. Senator on the Senate Banking Committee’s financial legislation and policy. After leaving the federal government, she founded a consulting business that provided customized financial services to nonprofits and small business owners. She then moved into wealth management, where she has spent over a decade as a wealth advisor at planning-centric RIA firms, coming full circle to a vocation she loves.
Amy holds the Chartered Financial Analyst®, Certified Financial Planner™, and Certified Private Wealth Advisor® designations. She is an active member of the CFA Institute, the CFA Society of Washington, the Northern Virginia Estate Planning Council, and the Financial Planning Association. She graduated from Hood College with a B.A. in Management and Finance, completed an executive program in Wealth Management Theory & Practice through Yale University, and earned a Certificate in Financial Planning from Georgetown University.
Beyond the Office
Amy lives with her husband and chocolate lab in Northern Virginia. With the youngest of their three children recently starting college, she enjoys weekends spent outside, shopping at farmer’s markets, hiking, cooking, and hosting family and friends. As part of serving others, Amy is a Board Member of the Catholic Foundation of Arlington and an active volunteer at her church and in community organizations. Learn more about Amy’s background or explore how Mason serves private clients.