Mason Moore, AIF®

Principal Advisor

Mason Moore is a Principal Advisor specializing in corporate and non-profit retirement plans. Mason is passionate about assisting business owners with the design of a retirement plan that addresses the needs of both the company and the workforce. He adheres to a high fiduciary standard, with a holistic approach to supporting the responsibilities of plan sponsors, and the financial health of their employees.

Mason is honored to be a recent awardee of the National Association of Plan Advisors Top Plan Advisors under 40. He earned his Accredited Investment Fiduciary® Designation in 2020 and maintains his Series 65 License.


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