Step Into Your Financial Future With Confidence

Mason Advisory Group offers tailored financial advice and services for BUSINESS OWNERS and INDIVIDUALS TRANSITIONING INTO AND THROUGH RETIREMENT. Whether you're managing a business, planning your exit, or navigating the transition to or through retirement, we provide sound guidance, comprehensive resources, and personalized strategies to help you pursue your financial goals.

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If you’re ready to work with a financial professional, let’s sit down to talk.

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The Mason Advisory Group Difference.
Your Partner for Financial Confidence.

Our Differentiator
Specialized advice, services and resources for your unique business and retirement needs.
Our Approach
We spend the time to understand your circumstances and design a plan that provides you with financial confidence.
Advisors meeting with clients in office
Business owner portrait

Business Owners

We focus on guiding business owners through the unique financial complexities of running a business.

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Pre–Retirees / Retirees

We empower pre-retirees and retirees with confidence as they tackle the complexities of retirement planning.

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Knowledge is the Key to Financial Freedom

An informed client is an empowered client. Explore our Client Learning Center and take charge of your financial future.

Mason Advisory Group manages assets for individuals and families, providing investment management, and financial planning services.

Our Team

Kevin Mason AIF®, AAMS, CMFC

Wealth Manager
Kevin.mason@lpl.com
800-542-4732
Kevin Mason is chief executive officer of Mason Advisory Group – a financial firm focused on wealth management, wealth protection, and financial retirement planning.  With over 35 years of experience as a financial advisor, Kevin brings a vast knowledge base, strong integrity and years of experience with loyal investors who he helps to work towards pursuing their financial goals.  Kevin currently holds the Series 6, Series 7, Series 24, Series 26, Series 63 and Series 66 licenses through LPL Financial. In addition to his FINRA Licenses, he also holds Life, Annuity and Variable Annuity licenses in over 25 states.  Kevin also holds the following designations:   AIF - Accredited Investment Fiduciary, AAMS - Accredited Asset Management Specialist and the CMFC - Certified Mutual Fund Counseler.  
Recognizing that each client has individual needs, Kevin dedicates himself to understanding and appreciating each client’s situation.  As an objective partner, he believes in educating clients and works diligently to help them develop achievable goals, understanding their financial choices and portfolios. Kevin’s goal is to help clients implement strategies that assist them in attaining their personal plans, through sound investment decisions, not emotional ones. 
 
Outside of the office, Kevin and his two children enjoy sports, traveling and of course keeping school a priority. Kevin has served the community over the years with the following charities: Morton Plant Mease Hospital Foundation Board, Morton Plant Mease Hospital Board, Chairman of the Board at The Centre Club, as well as Big Brothers Big Sisters of Tampa Bay and Big Brothers Big Sisters of the State of Florida.