$400MM AUM | $3.8MM Rev in
Los Angeles, CA
Mason & Associates, Inc. is a fee-only RIA practice located in the Eagle Rock area of Los Angeles, CA. Since 1989 the Firm has offered clients a specialized "Life Planning" approach for individuals, families and businesses. Life Planning places a person’s core life values at the heart of the advice process and focuses on the human aspects of financial planning.
A portion of our practice is linked with a broker/dealer affiliation yet the RIA has separated itself from this entity. Mason & Associates is looking to expand its presence with practice acquisition, merger or long-term succession. planning.