Financial Advisors
Newport News, VA
Mason & Associates is a fee-only financial planning firm specializing in comprehensive financial, tax, and retirement planning for federal employees (FERS and CSRS), as well as other clients with $1M+ in investments. Led by CFP®-certified advisors with over 100 years of combined experience, they provide ongoing financial planning, estate planning, tax optimization, and investment management services to clients nationwide. The firm is known for its transparent, client-first approach and hosts the Federal Employee Financial Planning Podcast to educate clients on federal benefits and tax strategies.
Ideal for: Federal employees near retirement, high-net-worth professionals seeking tax optimization, families needing estate planning, clients wanting personalized ongoing financial guidance
Service area: Newport News, VA and nationwide
Federal Employee Specialization: Deep expertise in FERS and CSRS retirement systems, maximizing federal benefits, and navigating deferred resignation programs and federal benefit elections specific to government employees.
Transparent Fee-Only Model: Independent firm with no commissions, ensuring advice is unbiased and designed solely around client interests rather than product sales.
Educational Leadership: Hosts the Federal Employee Financial Planning Podcast and produces educational content on tax law changes and retirement strategies, positioning advisors as trusted educators in their field.
Address: 2 Bayport Wy Suite 110, Newport News, VA 23606
Phone: (757) 223-9898
Website: masonllc.net
Looking for more options?
See more Financial Advisors in Norfolk →