Providing the roadmap to build a financially secure future, protect existing assets and plan for future generations.
Mason Wealth Strategies is a Registered Investment Advisor Firm that provides comprehensive financial planning and customized wealth management. Our firm builds financial plans that are designed to meet individual client’s needs as we understand that circumstances and goals are unique to each person.
As fee-only fiduciaries, we always put our clients' needs first. Mason Wealth Strategies eliminates many conflicts of interest by never selling an investment product for a commission.
Ryan Mason - CERTIFIED Financial Planner™
Ryan serves as the founder and financial planner at Mason Wealth Strategies. A native to Georgia, Ryan discovered his passion for investing and personal finance in high school. He earned a Bachelor’s Degree in International Affairs from the University of Georgia and continued his financial education by earning his series 7, Series 63, and Series 65 investment certifications. Ryan’s experience includes positions with Artisan Financial Strategies, Northwestern Mutual, and E*Trade. He received the designation of Certified Financial Planner, CFP®, in 2022.
Ryan lives with his family in Cumming, GA where he is a member of Johns Creek United Methodist Church. In his free time, he enjoys playing tennis and visiting national parks with his wife and two sons.
Contact us to schedule a no cost, no obligation introduction call with Ryan today.
“The foundation stone of wealth accumulation is defense, and this defense should be anchored by budgeting and planning.”
Thomas J. Stanley - Author of the Millionaire Next Door