Michael Mason is a Financial Advisor who is passionate about helping clients create clear, long term strategies that support the goals that matter most to them. As a Chartered Retirement Planning Counselor™ designee and Portfolio Advisor, he brings a proactive, client focused approach to every relationship. Michael delivers guidance in retirement planning, wealth management, portfolio design and planning support for individuals, families and businesses.

The clients Michael serves are looking for a personalized plan that ties together the key parts of their financial life. His work includes building portfolios aligned with client objectives, supporting lending needs through his access to Bank of America, and partnering with clients' attorneys and tax professionals on estate and planning considerations. When working with a client, Michael begins by understanding their full financial picture, identifying top priorities such as retirement readiness or education funding, and helping them define and quantify their goals. He then designs and implements a tailored strategy that helps clients move toward their goals with clarity, purpose and confidence.

Michael lives in Jacksonville, Florida, where he enjoys playing kickball, pickleball, traveling, and spending time with his family while staying active in his community.