Mason Moore, AIF®

Principal Advisor

Mason Moore is a Principal Advisor who specializes in corporate and non-profit retirement plans. Mason’s passion is 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.


Interested in Working with Mason?