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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Blaine Homan got his first shares of stock from his grandfather before he even understood what they were.
Read more about Blaine in our latest Beyond the Advice post: 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…
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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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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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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In 2008, while most firms were reacting to the financial crisis, the Mason team locked themselves away and built something entirely new. 6 million data points. One question: Will my money last?
Our tool is still exclusive to our clients today. masoncompanies.com/insights/…
Foundation and Endowment investment committee members – don’t miss out on a conversation about sustainable withdrawals that can help your institution achieve its short-term spending objectives and long-term investment goals.
Sign up today! masoncompanies.zoom.us/webin…
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Our team at SS&C Deliver 2025 in Phoenix!
George Gouin, MBA, Chief Operating Officer and Managing Director of IT and Systems, joined industry leaders on a panel discussing "Building a High-Performing Advisory Team: Leadership and Talent Development".
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How can investment committees create a spending policy and asset allocation that addresses today’s needs without compromising tomorrow’s goals?
Join us on Thursday, November 13 at 2:00 PM ET for “Building a Sustainable Investment and Spending Policy” masoncompanies.zoom.us/webin…
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Institutional investment committee members face important challenges, including creating a viable payout policy while investing for the future, even when markets are volatile?
Please join us on Thursday, November 13th at 2:00 PM ET for our webinar masoncompanies.zoom.us/webin…
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When you're responsible for managing the finances of a community foundation, endowment, or other nonprofit institution, the goal is clear: support today’s needs while preserving assets for tomorrow.
Join us on November 13th at 12:00 pm ET masoncompanies.zoom.us/webin…
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