Mason Investment Advisory Services, Inc.

Financial ServicesVirginia, United States51-200 Employees

The Mason Companies, based in Reston, Virginia, was founded in 1982 to provide highly customized financial planning, investment management and charitable giving guidance to private individuals and families. It also provides financial planning to senior corporate executives as a corporate-benefit service. The firm has expanded to include investment consulting for institutions—foundations, endowments, corporate funds and retirement plans—offering traditional or non-discretionary approaches as well as outsourced chief investment officer and discretionary arrangements.

The organization emphasizes straightforward, independent guidance delivered by experienced advisers, supported by data clients can use to make sound financial decisions, and operates as a boutique advisory practice with a relationship-based approach. Its client base includes private individuals and families, senior executives, and institutional investors seeking prudent guidance in financial planning and investment management. In May 2026, Mason Investment Advisory Services was named to Barron’s 2026 Top 100 Institutional Consulting Teams, reflecting external industry recognition.

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