Step Into Your Financial Future With Confidence

As a Tampa Financial Advisor, Mason Advisory Group provides comprehensive financial planning for all aspects and stages of life, with particular emphasis on assisting you when going through a major transition such as retirement, divorce, death of a spouse or selling a business in Tampa, FL. Our goal is to always exceed your expectations, giving you superior and personable customer service predicated upon independent, objective, multi-dimensional investment and financial advice.

01. Complete Financial Planning

No matter what stage of life you’re going through, we provide a comprehensive financial planning experience accounting for and organizing all areas of your financial situation to help you work toward maximizing wealth, and seeking tominimize your expenses and move toward a sense of financial independence.

02. Transitional Wealth Specialists

Whether you’re entering retirement, dealing with a divorce or the death of a spouse, or you’re selling a business, we will work with you to understand your options, diffuse your stress and help you make proactive financial choices.

03. Fiduciary Investment Advice

As an independent and objective advisor, we have access to a broad universe of financial products and solutions, perform detailed analysis and research for each scenario, and base planning on your unique investments goals and objectives.

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.