Keith Mason

Financial Advisor

Keith is 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.

State(s) Licensed:   GA, IL, NC, TX

Phone 678-506-7022
Address

200 Galleria Pkwy SE Ste 250
Atlanta, GA 30339

Keith Mason

Keith is 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.

State(s) Licensed:   GA, IL, NC, TX

Who is Keith Mason?

A man of faith, family, focus—and follow-through.


For me, success has always started at home. I’ve been married to my incredible wife for 17 years, and together we’re raising four strong, smart, and faith-filled sons. Every decision I make—professionally and personally—is filtered through one simple question: Will this protect and provide for what matters most?


That mindset is what fuels my work as a Financial Advisor. I believe in living by a strong value system: faith, discipline, service, strategy, and execution. Whether I’m planning for a client’s legacy or teaching my boys how to navigate life with integrity, those values guide everything I do.


When I’m not serving families and business owners, you’ll likely find me doing something competitive—playing golf, shooting pool, or mentoring youth. I’m a firm believer in showing up, both in my community and yours. Volunteering is a calling, not a checkbox, and it’s one of the many ways I stay grounded.


I help people plan with purpose and protect what they’ve built—because life is bigger than bank accounts. It’s about legacy. And I’m here to help you secure yours.


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Location

Atlanta Office

Phone:
678-506-7022
Mobile:
678-357-9677

Hours

M – F: 9 a.m. – 5 p.m.