Our Offices

Los Angeles Office

7474 N. Figueroa St.
Los Angeles, CA 90041

(323) 254-3072

Berkeley Office

900 Colusa Ave. #201
Berkeley, CA 94707

(510) 524-5500

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Let’s Meet

Connect with us in the way that best fits your schedule.

Whether you prefer in-person, virtual, or over the phone, we are happy to meet you in the way that works best for you. Schedule a complimentary consultation to get started.

Mason & Associates Office Locations

We respect your privacy and protect all information provided by you to the strictest confidence. 

For more information on how we safeguard your personal and confidential information, please refer to our privacy policy.

Frequently Asked Questions

  • What makes Mason & Associates different from other financial advisors?

    At Mason & Associates, our fiduciary advisors collaborate with in-house tax and legal professionals to deliver a highly personalized, integrated approach to your wealth—thoughtfully coordinating every aspect of your financial life to preserve, grow, and optimize your wealth for generations with value.

  • Will I be working with one advisor or a team?

    We don’t believe one person can effectively manage all aspects of your financial life. You’ll have a dedicated wealth manager, who serves as your quarterback and is supported by a team of in-house specialists across investments, taxes, estate planning, and more. This team-based approach helps you get personalized service with deep, coordinated expertise for the best possible outcomes.

  • Is Mason & Associates a fiduciary?

    Yes, 100% of the time.

  • What happens after I submit the form?

    Once you submit the form, a member of the Mason & Associates team will personally review your information. From there, we’ll reach out to learn more about your needs, answer any initial questions, and guide you through the appropriate next steps.

  • Is there a cost for the first meeting?

    There is no cost for your initial meeting. This first conversation is an opportunity for us to get to know you, understand what matters most to you, and explore how Mason & Associates may best support your needs—all with no obligation.

  • Do you only work with high-net-worth clients?

    We specialize in serving high-net-worth individuals and families with complex financial needs. However, every situation is unique, and we welcome conversations with those seeking personalized, long-term financial guidance.

  • Are your services available nationwide?

    Absolutely. While based in California, we serve clients across the country and globally, offering the same high level of personalized guidance through secure virtual meetings and in-person visits.

  • Do Mason & Associates advisors receive commissions?

    Our advisors don’t earn commissions or receive incentives for recommending specific products. Their focus is solely on you—providing objective, unbiased advice designed around your goals, priorities, and long-term financial success.