Mason & Associates, LLC

Mason & Associates, LLC is an independent, fee-only financial planning firm located in Newport News, Virginia. Our firm was founded in 2003 as the “go-to” firm for Federal employees seeking comprehensive financial planning advice. Success over the years has expanded our areas of specialty to include members of the Armed Forces, Virginia State Employees (Virginia Retirement System - VRS), Huntington Ingalls Industries personnel, and all private sector employees. Our goal is to maximize the use of employer-based pensions and benefits and guide clients as they supplement these benefits with private plans and investments.

The Mason Financial Planning Team offers comprehensive financial planning to State and Federal employees throughout the Peninsula and Tidewater region of Virginia (Williamsburg, Newport News, Hampton, Yorktown, Norfolk, Chesapeake, and Virginia Beach). Because of our location in Hampton Roads, VA, we have the unique opportunity to specialize with Federal, State, and Military personnel due to our close proximity to Langley Air Force Base, Little Creek Base, Ft. Eustis Army Base, Norfolk Naval Shipyard, NASA, Department of Defense, and the VA Hospital, to name a few. You do not have to be a State or Federal employee to enjoy our exceptional planning services, but if you are, you absolutely want Mason & Associates on your team.

 

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

2 Bayport Way, Suite 110 Newport News, VA 23606 Phone: (757) 223-9898

Primary Office

2 Bayport Way, Suite 110 Newport News, VA 23606 Phone: (757) 223-9898