Mason Investment Advisory Services, Inc.

About Mason Investment Advisory Services, Inc.

Founded in 1982, Mason Investment Advisory Services is an independent registered investment advisor managing $17.3 billion** in assets for high-net-worth individuals, families, corporate executives, and institutions across 46 states and Washington, D.C. We serve two distinct client communities: Private Clients: Highly customized financial planning, investment management, and wealth management for high-net-worth individuals, families, and corporate executives — including equity compensation planning, retirement income strategy, estate planning, and charitable giving. Institutional Clients: Investment consulting for foundations, endowments, corporate funds, and retirement plans, offered on a non-discretionary basis or as an Outsourced Chief Investment Officer (OCIO). What sets Mason apart: - Independent—no proprietary products - 48 credentialed professionals including CFAs, CFPs, and CPAs - 40+ years of uninterrupted, relationship-driven client service - Zero ownership changes, management shakeups, or bailouts since founding - 97% client retention rate** Our clients trust us because our advice is straightforward, data-driven, and free from the pressures that come with proprietary offerings. At Mason, our recommendations are focused on investments that we believe align with your mission and goals. Reston, VA | masoncompanies.com * Mason has clients in 46 states and in Washington, D.C. **As of 6/30/26