Mason & Associates, LLC

Financial ServicesVirginia, United States2-10 Employees

Mason & Associates, LLC is an independent, fee-only financial planning firm based in Newport News, Virginia, offering ongoing comprehensive financial planning and tax planning advice to clients locally and across the United States. The advisory team concentrates on federal employees covered by the Federal Employee Retirement System and Civil Service Retirement System, helping them optimize federal benefits while planning for retirement, taxes, and estates. The firm also serves a broader client base, including families who are already retired or actively working, beyond federal employees.

In addition to advisory services, the firm offers investment advisory services and operates a federal-focused podcast hosted by its principals, exploring federal benefits and related planning strategies. Mason & Associates is a small, Newport News-based practice within the financial services industry, positioning itself through specialized knowledge of federal employee benefits and related planning disciplines.

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