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CNBC names Mason Road Wealth Advisor in the top 100 fee-only wealth management firms in the country!

Click this link to be taken to the article and look us up at number 55.


If you ever have questions about your plan or about specific financial products, contact us. We will set up a time to meet to review your needs and address any questions you may have.

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"MASON ROAD WEALTH ADVISOR, LLC" ("ADVISOR") is an SEC-registered investment advisor. The "Top 100 Fee-Only Wealth Managers" is granted by CNBC, an independent association unaffiliated with ADVISOR. Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement of the advisor by any client nor are they representative of any one client's evaluation. The CNBC Digital Team, along with Meridian-IQ created the Top 100 Fee-Only Wealth Management ranking based on scores for the following measures weighted according to a proprietary formula to arrive at a final total rank: AUM, staff with professional designations, average account size, client segmentation, growth of assets, years in business and other key factors.  Additional information on the factors and criteria involved for inclusion in this ranking can be found at the following location: http://www.cnbc.com/id/101619698

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