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Mason Street Associates, Inc.
Mason Street Associates, Inc. is an independent, fee-only financial planning firm that provides retirement, estate, and tax planning, as well as investment management services. The company specializes in serving federal employees covered by the FERS and CSRS systems, alongside individuals approaching or in retirement with substantial investment savings.
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Mason Street Associates, Inc. at a glance
Mason Street Associates, Inc. is a financial services company headquartered in South Korea. Its most recent funding round raised $125,000 in January 2016. Xcout tracks 6 named people at Mason Street Associates, Inc., including John M. Mason (Partner, President, and Senior Financial Planner).
Mason Street Associates, Inc. leadership
- John M. MasonPartner, President, and Senior Financial Planner
- Bobbi MasonChief Operating Officer
- Tommy BlackburnPartner, Vice President and Senior Financial Planner
- Michael R. MasonPartner, Chairman, and Senior Financial Planner
- Ben RaikesPartner and Senior Financial Planner
- Kenneth T. MasonPartner and Senior Financial Planner
Mason Street Associates, Inc. funding rounds
Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| SEC Form D filing | $125,000 | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Mason Street Associates, Inc. competitors
A few of Mason Street Associates, Inc.'s closest competitors — see the full list of competitors and alternatives →
Retirement Solutions Advisors provides flat-fee retirement planning and investment advisory services to individuals preparing for or currently in retirement. The firm operates on a fiduciary model, charging a fixed monthly rate instead of a percentage of assets under management.
Foundation Wealth Capital, LLC operates as a fee-only, fiduciary, and independent financial advisory firm that provides personalized financial planning, wealth management, tax planning, estate planning, insurance planning, and company 401(k) plan services to individuals and businesses. The firm works with clients nationwide, offering tailored strategies to help them grow and protect their assets, manage taxes, and achieve their long-term financial goals.
Aspen Grove Asset Management is a registered investment advisor that provides financial planning and asset management services, including asset allocation, estate planning, retirement planning, and management of stocks and bonds. The firm serves individual clients nationally to help them meet their financial goals and lifestyles.
Brook Capital is an independent wealth advisory firm that provides personalized financial planning and investment management services. The firm serves individuals, businesses, federal employees, and clients navigating divorce by offering unbiased financial advice tailored to their long-term goals.
Royal Asset Management, LLC is an independent, fee-only financial planning and investment advisory firm based in Illinois. The company provides comprehensive wealth management services, including investment management, financial planning, estate planning, retirement consultation, and risk assessment for individual investors, executives, and small business owners.
STW Resources Holding Corp., doing business as Serving Those Who Serve (STWS), provides federal-focused financial planning, wealth management, and fiduciary investment management services. The company helps government employees and retirees navigate complex federal benefits, retirement planning, tax strategies, and the Thrift Savings Plan (TSP) through consultations, calculators, webinars, and podcasts.
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More on Mason Street Associates, Inc. in Xcout Intel
- 6 named people with titles, LinkedIn and board committees
- 1 funding round with the investors in each, and who they co-invest with
- The full competitor set, tracking, exports and API access