Mason Investment Advisory Services, Inc. logo

Mason Investment Advisory Services, Inc. Employee Directory

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.

Find Mason Investment Advisory Services, Inc. employees' phone numbers or email addresses

Mason Investment Advisory Services, Inc. Global Highlights

Location
Employees

North America
84

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  • United States Of America
    84

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    2

Africa
1

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  • Kenya
    1

Oceania
1

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  • Australia
    1

Mason Investment Advisory Services, Inc.'s Leadership

  • Ceo at Mason Investment Advisory Services, Inc.
    S. M.
    Ceo
  • Director Of Operations at Mason Investment Advisory Services, Inc.
    M. E. S.
    Director Of Operations
  • Director Of Esg Research at Mason Investment Advisory Services, Inc.
    C. G.
    Director Of Esg Research
  • Director Of Tax at Mason Investment Advisory Services, Inc.
    K. B.
    Director Of Tax
  • Corporate Controller at Mason Investment Advisory Services, Inc.
    M. R.
    Corporate Controller
  • Tax Manager at Mason Investment Advisory Services, Inc.
    L. B.
    Tax Manager
  • Financial Planner at Mason Investment Advisory Services, Inc.
    B. H.
    Financial Planner
  • Tax Associate at Mason Investment Advisory Services, Inc.
    E. P. P.
    Tax Associate

Mason Investment Advisory Services, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Community & Social Services
  • Business
  • Business Development
  • Other
  • Consultant

Contact profiles from Mason Investment Advisory Services, Inc.

Name
Title
Contact
Location
Last Update
  • Financial Planner at Mason Investment Advisory Services, Inc.
    E. R.
    Financial Planner
    Jul 14, 2026
  • Bartender at Mason Investment Advisory Services, Inc.
    H. R.
    Bartender
    Oct 16, 2024
  • Associate at Mason Investment Advisory Services, Inc.
    M. N.
    Associate
    Oct 16, 2024
  • Planning Staff at Mason Investment Advisory Services, Inc.
    R. C.
    Planning Staff
    Oct 21, 2024
  • Employee at Mason Investment Advisory Services, Inc.
    J. R.
    United Kingdom, Warwickshire
    Apr 24, 2025

Frequently Asked Questions

What is Mason Investment Advisory Services, Inc. known for?

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Mason Investment Advisory Services, Inc. was founded in 1982 and operates in the Financial Services industry. You can contact Mason Investment Advisory Services, Inc.'s main corporate office by phone at . Explore Mason Investment Advisory Services, Inc.'s company overview page for more information.

What is Mason Investment Advisory Services, Inc.'s most common email format?

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Mason Investment Advisory Services, Inc. employees' email format typically follows the pattern of FLast@masoncompanies.com. Trying to find reliable and up-to-date employee contact data? Find more Mason Investment Advisory Services, Inc. email formats with LeadIQ.

How many employees does Mason Investment Advisory Services, Inc. have currently?

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Mason Investment Advisory Services, Inc. has approximately 78 employees as of August 2026. These team members are located across 4 continents, including North America, Europe and Africa.

Who are Mason Investment Advisory Services, Inc.'s key employees and leadership?

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As of August 2026, Mason Investment Advisory Services, Inc.'s key employees include:

  • Ceo: S. M.
  • Director Of Operations: M. E. S.
  • Director Of Esg Research: C. G.
  • Director Of Tax: K. B.
  • Corporate Controller: M. R.

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