Independent RIA | $17.1B AUM* | Wealth Management, Financial Planning & Institutional OCIO | Since 1982 | Clients in 46 States and D.C. *As of 9/30/26
Reston, VA
Joined April 2014
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Current U.S. Treasury yields across maturities of three years and longer crossed 5% in Q3. Energy categories averaged +29% YTD. Global equities stayed resilient.
Mason’s research team weighs in. masoncompanies.com/reports-r…
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Many families’ next generation wants to keep giving without running a private foundation.
Allie Gormier, CFP®, and Kerry Balagtas, CPA, on how a donor-advised fund at a community foundation compares. masoncompanies.com/insights/…
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Did you know David Gilbert has a single-digit golf handicap? He brings that same discipline (and a background as a securities attorney) to how he plans for clients at Mason. Full story: masoncompanies.com/insights/…
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Mason has been named one of Barron’s 2026 Top 100 RIA Firms, awarded September 11, 2026, based on data for the 12-month period ending June 30, 2026.
This reflects the work our team puts in every day for the clients we serve.
masoncompanies.com/news/maso…
Sarah Baker wanted to be a cashier as a kid. Now she's a CFP® helping clients navigate the biggest financial moments of their lives.
First up in our new series, Beyond the Advice: masoncompanies.com/insights/…
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You've probably heard of a 529. But you may not have heard of a Trump Account. Our experts break down eligibility, contribution limits, and how the two compare. masoncompanies.com/insights/…
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A stat most IPO headlines leave out: across the 11 largest U.S. public offerings on record, the average stock fell 23% in year one. Only 2 of 11 posted a gain.
Lee Kapnisi and Jason Doyle on what history really says before you buy in: masoncompanies.com/insights/…
A philosophy built on discipline, not instinct. President of Mason’s Institutional Division, Allie Gormier, CFP®, breaks down the three pillars with Vanguard.
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Vesting isn't the same as getting paid. Eric Rife, CFP®, CPWA® breaks down our 3-lens framework for equity compensation decisions: income tax timing, cash flow, and concentration risk. Plus, he outlines how NSOs and RSUs are taxed differently. masoncompanies.com/insights/…
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Our Q2 2026 Market Review is live. Geopolitical tensions eased, markets rebounded, and leadership broadened beyond tech.
Read the full breakdown: masoncompanies.com/reports-r…
Choosing Medicare Advantage at 65 because the premium is low? Switching back to a Supplement plan later requires medical underwriting, and approval isn't guaranteed.
Margo Steinlage and Blaine Homan, CFP® break down what to consider before you decide. masoncompanies.com/insights/…
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You don't need a diversified basket of stocks to start managing concentration risk.
Direct indexing can work with as few as one appreciated holding, using cash contributions and ongoing tax loss harvesting to gradually reduce risk over time.
masoncompanies.com/insights/…
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Most people don't know what to ask when interviewing a financial advisor. Here are the 10 questions that matter — and what the answers should sound like. masoncompanies.com/insights/…
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Medicare Part B: $202/month standard.
For high earners? Up to $689.90/month — per person.
It's called IRMAA, and most people find out about it when the bill arrives.
Our new blog breaks down how it works, what triggers it, and how to appeal it.
masoncompanies.com/insights/…
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You just inherited money. Now what?
We wrote an honest, jargon-free guide for young adults navigating exactly this moment. masoncompanies.com/insights/…
Too much company stock. Not enough clarity on what to do about it.
We break down 6 strategies for diversifying a concentrated position, and what each one costs you in taxes.
masoncompanies.com/insights/…
Medicare has parts, plans, options, IRMAA, and enrollment windows. Plus, a decision that's hard to undo. Here's how to navigate it: masoncompanies.com/insights/…
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Most investors think private credit and banking occupy separate lanes. They don't.
$1.2 trillion in bank lending now flows to non-bank institutions. The web of connections is the risk. Not private credit in isolation.
Read the full analysis: masoncompanies.com/insights/…
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We asked our Medicare webinar attendees to rate their own knowledge. Nearly 9 in 10 had significant gaps. That’s why this conversation matters.
Watch the recording: vimeo.com/1189870270?share=c…
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Mason Investment Advisory Services ranks #24 on Barron’ 2026 Top 100 Institutional Consulting Teams. Awarded on May 8, 2026, based on data for the 12-month period ending December 31, 2025. Proud of our team. Grateful to our clients. Committed to the work.
masoncompanies.com/news/barr…
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