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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
Many families are surprised to discover that FAFSA can unlock more than federal aid: some schools and states require it for their programs, like work study or internal scholarships. Applying keeps your options open. Not sure if you should apply? I'm here to review your financial situation with you before deadlines hit. For more information on FAFSA: studentaid.gov See thrivent.com/social for important disclosures.
How to invest for retirement: Account types & strategic moves
How to invest for retirement: Account types & strategic movesWhether you're just getting started with retirement savings or you're well on your way, it's critical to know the ins and outs of how to invest for retirement. Try these steps for developing a solid long-term investing approach. 👇
Working tax efficiency into your financial strategy
Working tax efficiency into your financial strategyWhen it comes to retirement, a tax-efficient strategy can help preserve more of what you’ve built. Sometimes even small adjustments, like reviewing your withholdings or retirement contributions, can create opportunities. Take a look at 2026 tax brackets and the diversification strategies that may be right for you. ⬇️
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