Distinguished Wealth Management Services
Mason was founded on the principle that all clients deserve straightforward and independent finance advice, offered by highly experienced and trusted advisors. A boutique investment advisory firm, Mason provides their clients direction based on proven, time-tested principles reinforced by the data they need to make sound financial decisions. “Our organization can best be described as an independent registered investment advisor with over $10.5B in client assets under management. We have two core offerings- financial planning and investment management,” shares Baker.
What truly places Mason a cut above the rest is their lack of proprietary products, 40 years of client experiences, a highly-credentialed staff, and multi-generational client base. Recently the firm was notably listed #13 on CNBC’s Top 100 Financial Advisors list, in addition to the institutional team #13, on Barron’s Top 100 Institutional Consulting Teams list as well.
Another differentiator of the firm is that at Mason, serving a client is the primary goal and at the heart of each employee’s approach. In the words of William Mason III – “As fiduciaries, we are committed to objectivity, which keeps our focus exactly where it should be—on you.”
At the onset of a new client relationship, the advisors work diligently to understand their client’s investment needs and goals. Furthermore, by maintaining complete transparency and open communication with clients, Mason’s financial experts are always available to promptly address any questions or concerns, implementing quality control measures as and when required.
Within the organization, teams maintain a collaborative work culture with multiple staff members with different backgrounds and credentials discussing each client’s issues and needs prior to providing advice. “Our team culture is one of care, humility, respect and embracing diversity,” states Baker. “We value our team and have many events throughout the year to connect and engage our team.”
Dedicating her Life towards Financial Empowerment
Growing up Sarah always wanted to be a cashier because she “loved the idea of counting/handling money while connecting with people.” She started her career as a Retirement Specialist with the Vanguard group, and on clearing her CFP exam in 2007, came into the dynamic world of wealth advising.
As Senior Financial Planner at Mason, Sarah is devoted to empowering individuals and families with the wisdom to make secure and high-yielding financial and life decisions. Through her contributions, she hopes that the individuals and families she serves are able to experience financial peace of mind, regardless of the volatility of the world around us. She says, “I want each client to be understood as an individual so our team can come alongside and connect their heart, goals for the future and financial resources.”
In an ever-evolving financial landscape, Baker likes to stay current and well-informed. A notable figure in finance conferences, she is widely revered for her comprehensive and customized financial planning and investment management expertise. Notably, in 2020, Sarah was featured in the Investment News 40 Under 40 Project.
Additionally, Baker makes sure to allocate enough time to her passion project – financial literacy. “I love my work and serving HNW individuals, families, and businesses, but I also find great balance in helping those who could never afford our services.” Working alongside a local non-profit organization – Britepaths, Sarah utilizes her own expertise in finance to educate and empower low-income working families towards achieving monetary stability.
In her free time, Sarah enjoys spending time with her family, playing tennis, traveling, and reading. “I find a lot of my free time is filled with my son’s sports- right now this is lacrosse, soccer and swim team,” smiles she.