Our Core Values

“Your Success is Our Success” 

Working with a financial planner should be a rewarding experience that provides tremendous value to you and your loved ones. Edward Kennedy Mason offers a level of service to each client that is unmatched in the financial services industry based on:

  • Integrity – We earn your trust through honesty, professionalism and by placing our principals above personal gain.
  • Objective Advice – We carefully consider what is best for you and what will help you achieve your goals and dreams.
  • Proficiency – We stay on a client first footing in a dynamic market through continuing education and keeping current with trends.
  • Ethics – We operate under an ethical code that is simple: Do what’s right.
  • Privacy – This allows our clients to be open with us and know their information is safe.
  • Professionalism – We only offer services that we are competent and qualified to perform.
  • Diligence – Once a plan is determined to be suitable, we implement it, follow through with monitoring its performance, communicate with you frequently and are readily available should you have questions at any time.
  • Leadership – Know you will receive guidance and direction based on a relationship built upon clarity and trust.