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About Us

At Masonboro Advisors, our primary purpose is to educate and empower individuals with the knowledge they need to achieve their financial objectives. We specialize in simplifying complex financial concepts, making them accessible and easy to understand, so you can confidently manage your personal finances.

What Sets Us Apart?

  • Our Primary Purpose

    We pride ourselves on our reputation for educating clients in a manner that's straightforward and easy to grasp. This approach allows you to effectively pursue your financial goals with clarity and confidence. Understanding that no one strategy fits everyone, we dedicate our full attention to each client—from initial planning to execution and follow-up.

  • Knowledge Is Power

    Navigating financial decisions, from investments to retirement planning, can be overwhelming. We are committed to helping you create tailored solutions for your retirement assets. By understanding your risk tolerance, time horizon, and goals, we develop programs that balance investment strategies with the preservation of principal.

  • Client-Centered Financial Professionals

    In today’s challenging economic environment, opportunities and potential rewards abound. We work closely with our clients to evaluate and capitalize on these opportunities. Our client-centered approach ensures that you receive personalized financial advice and proactive solutions designed to meet your specific goals.

  • Team Approach

    Our team approach has proven effective for clients with diverse needs navigating the complex world of financial services. We believe in giving each client our undivided attention, offering personal financial advice tailored to your unique situation. Our proactive strategies address your financial goals using the most efficient methods available.

Who We Are

Meet the Team

Our team consists of experienced financial professionals dedicated to providing personalized, client-centered service. We collaborate to offer expert advice and tailored solutions to help you achieve your financial goals.

Frequently Asked Questions

  • Are you a Fiduciary?

    Yes, as Investment Advisor Representatives, we adhere to a Fiduciary standard, meaning we are legally obligated to act in your best interest when managing your investments. In addition, our Certified Financial Planners™ (CFPs) are also always held to this high standard of care.

  • Are your Advisors experienced?

    Absolutely. Our advisors are career financial professionals with decades of industry experience, providing expert financial guidance to numerous long-term clients. We are proud of our track record and happy to provide references upon request.

  • Is my money safe?

    Yes, your investments are secure with our top-tier custodians Charles Schwab and Fidelity. Your assets are held directly with these custodians, and you receive monthly statements from them. Additionally, your investments are protected by SIPC insurance, and you have online access to view your accounts at any time.

  • How much do you charge?

    For investment management, we typically charge 1% of the assets under our care, with negotiable rates that decrease as asset levels increase. For financial planning services, we charge $250 per hour with most plans taking 8-10 hours to complete. Please contact us for a customized proposal.

  • Do you have a minimum account size?

    Generally, we require new accounts to exceed $500,000. However, we occasionally make exceptions based on individual circumstances. Contact us to discuss your specific situation.

  • Do you have a minimum financial planning fee?

    No, we only charge for the time invested. Most financial planning engagements take 8 - 10 hours to complete. We provide an upfront estimate and discuss any additional time needed before proceeding.

  • What makes Masonboro Advisors different from other firms?

    Unlike many competitors, we manage client investments in-house, avoiding expensive mutual funds and third-party managers. This approach reduces costs and ensures you benefit directly from our expertise. We have over 75 years of combined experience delivering transparent, consistent results for our clients.

  • Is there a contract or any long-term commitment?

    No, there is no long-term commitments and clients are free to leave at any time without penalty. Any pre-paid quarterly fees are prorated and returned to the client. 

Get in Touch Today

Ready to take control of your financial future? 

Contact us today to schedule a consultation and discover how we can help you achieve your financial goals.

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