37
Years of Company History
800+
Private, Family and Institutional Clients
7.5B+
Total Mason Assets Under Management
42
States with Mason Clients
We make the effort and take the time to get to know you as a person, so that we can build a long-term relationship in which the investment planning and management process will flourish.
At Mason, we understand that it takes time to get to know you well enough to determine a financial strategy that will reflect your unique needs and preferences.
For large, multinational corporations that sponsor financial planning services as an executive benefit, Mason could be your solution. Often as the preferred provider, Mason works with senior level and C-suite executives at some the world’s largest organizations.
The Tax Group at Mason provides charitable planning and individual income tax return preparation for the federal, state, and local jurisdictions in which our clients are required to file. This service is reserved for clients who meet certain criteria.
Mason’s advisors help our clients integrate the complex principles of financial and estate planning with their charitable motivation.
Contact Us
Washington, DC Area Office:
Address: 11130 Sunrise Valley Drive, Suite 200, Reston, VA 20191
info@masoncompanies.com
(703) 716-6000 (Phone)
(703) 716-6020 (Fax)
San Francisco Bay Area Office:
Address: 2400 Camino Ramon, Suite 350, San Ramon, CA 94583
info@masoncompanies.com
(925) 365-1603 (Phone)
(925) 365-1756 (Fax)
Sign up for updates
Legal Disclosure
Investment Management and Financial Planning Services are provided by Mason Investment Advisory Services, Inc.
The Mason Companies is comprised of Mason Investment Advisory Services, Inc., a SEC Registered Investment Advisor; Mason Securities, Inc., a FINRA Member Broker/Dealer (www.finra.org); and Mason Associates.
All information contained on this website is © Copyright, Mason Investment Advisory Services, Inc.
All client portals are provided on an “as is” and “as available” basis. Use of these websites is at your own risk. We and our suppliers disclaim all warranties. Neither we nor our suppliers shall be liable for any damages of any kind with the use of this website. Using the portal requires the use of a password and a user name. Please take appropriate security measures to maintain the confidentiality of your password and username.