Skip to main content
Advisor Image

Keith Mason

Advisor Image
Keith Mason
Financial Advisor
.
BFA™
Higher Education Planning
Women's Markets
Tax Efficient Planning
Young Families
Retirement Planning
Business Owners
Keith Mason: Guided by Values. Backed by Strategy. Built to Protect What Matters Most.
Keith Mason: Guided by Values. Backed by Strategy. Built to Protect What Matters Most.

I am a full-service wealth management professional with a strong background in business and accounting, bringing a level of expertise that is both strategic and deeply personal.


My passion is helping business owners and professionals reduce tax liabilities, build wealth, and create financial stability that lasts for generations. Many of the clients he serves are navigating major life transitions—whether it's building a business, raising children, or overcoming financial anxieties—and committed to being the steady, thoughtful partner they need in their financial journey.


I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.

Ready to turn your vision into a plan -- and your plan into results? Schedule a strategy session today. (Click Here)

My qualifications
  • Behavioral Financial Advisor™
  • Series 7 - General Securities Representative
  • Series 63 - Licensed Securities Agent
  • Series 66 - Investment Adviser Representative
  • Securities Industry Essentials
My state licenses
  • Georgia
  • Illinois
  • Maryland
  • New Jersey
  • North Carolina
  • Pennsylvania
  • South Carolina
  • Texas
  • Washington DC

Insights

Insight image
Charitable giving is one of the most powerful ways to live your values, support your community and create a lasting legacy. To make the most of your generosity, consider a strategy called charitable bunching. By grouping multiple years of donations into a single tax year, you may be able to increase your deductions—while still supporting the causes you love every year. Explore whether charitable bunching is right for you: https://bit.ly/43xqhw6 Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
Insight image
You can keep giving long after you’re gone. Learn more about how you can leave a legacy by gifting life insurance ➡️ https://bit.ly/4g9R3l2
Insight image
While spontaneous giving can be meaningful, a strategic approach can help you amplify your generosity, minimize your tax burden and give with greater purpose. Consider these charitable giving strategies: https://bit.ly/3IZ1x9f
Office location
Atlanta Location
200 Galleria Pkwy SE Ste 250
Atlanta, GA 30339
Phone678-506-7022Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations