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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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Philosophy

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.

Theory

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.

Solution

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.