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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Mason Investment Advisory Services, Inc. retweeted
The second session of our Leadmen Leadership Training series for employees of C.J. Coakley Co. Construction is underway! On July 14, Financial Empowerment volunteer Sarah Baker led a class on investing and saving, with help from her summer intern colleagues at @MasonInvests.
Mason Investment Advisory Services, Inc. retweeted
All Raise CEO Paige Hendrix Buckner On Why Investors Should Bet On Women on.forbes.com/6012OCpG4 by @mcgrathmag
Mason Investment Advisory Services, Inc. retweeted
Written with your clients in mind. Get the latest from our Monthly Field Guide: a.vant.is/3MW3UY2. #investing #investmentoutlook
Mason Investment Advisory Services, Inc. retweeted
eh hem: you may find the paper's Official Story Thread below...
Trillions of dollars in family wealth are set to be passed down in the next few years — and the transfer will largely reinforce U.S. inequality. nyti.ms/3W312gr
Mason Investment Advisory Services, Inc. retweeted
What do you wear when you meet clients? In Ep110 of Kitces & Carl, we discuss if advisors really need to dress for success:
- Appropriate business attire
- Understanding what that looks like
- Ways to determine when to wear certain attire
bit.ly/3AkXBHC @behaviorgap
Mason Investment Advisory Services, Inc. retweeted
#FinancialLiteracy in action today with @ps5 8th graders and friends from @BBBSA We shared tips for interviewing, ideas for first jobs and how paychecks work. Since practice makes perfect, we also ran mock interviews with some of our dedicated colleagues!
Mason Investment Advisory Services, Inc. retweeted
“Top 4 essential adviser qualities sought by wealthy investors are: professionalism, integrity, clear communication & financial acumen. While clients may not articulate that they want a fiduciary adviser, the qualities they seek are those of a fiduciary.” kitc.es/2HOqAra
Mason Investment Advisory Services, Inc. retweeted
Once you join the DoNotCall list, you're on it forever. Don't fall for the phishing scam that asks you to re-register yourself! "Do Not Call Re-Registry Scam" kitc.es/2s1hzab
Mason Investment Advisory Services, Inc. retweeted
An easy way to protect yourself against a gmail phishing attack is to install 2 step authentication.
Mason Investment Advisory Services, Inc. retweeted
Good luck to all the candidates taking their CFP exam this week! Be certain you get a good night's sleep before the exam! @CFPBoard