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Mason Road Wealth Advisors, LLC

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Mason Road Wealth Advisors, LLC

Overview:

We are a fee only Registered Investment Advisor and we follow the fiduciary standard by acting in good faith and your best interest at all times. Only financial advisors who are Registered Investment Advisors are held, by law, to a fiduciary standard. Financial advisors who accept commissions are usually not fiduciaries and may be influence to act in their own best interests.
Mason Road Wealth Advisors goal is to put our clients on the right investment path by using evidence based investing and the Modern Portfolio Theory.

Instead of active investing – relying on attempts to time the market or pick future winning stocks – your wealth manager builds and adheres to a disciplined portfolio of diversified funds made up of passively structured components.
There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs.

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Products and services on which we consult include:

   401 (k) retirement plans and Individual Retirement Accounts
   Annuities
   Mutual funds
   Certificates of Deposit
   U.S.Treasuries Securities
   Simplified Employee Pension Plans
   Qualified Retirement Plans
   Other retirement savings plans designed specifically for employee groups
   Life insurance

Asset Under Management: $108 Million

Toll Free: +1 877 253 5084

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