When most people think of a Managing Director, Financial Advisor at a wealth management firm, they don’t typically picture someone who works closely with NFL, MLB, and PGA athletes or artists in the world of hip hop. Yet Mason Champion has built a career at the intersection of disciplined financial strategy and individuals with high-performance lives.
He oversees a practice serving more than a thousand families worldwide, guiding clients through complex tax considerations, multigenerational wealth planning, and philanthropic strategy. His mission is simple but ambitious: to help clients make informed decisions that can create lasting impact for their families and for the causes they care about most.
While many advisory teams focus primarily on markets and returns, Mason begins somewhere deeper. Every relationship starts with understanding a client’s values, priorities, and long-term vision. From there, he designs highly customized financial plans grounded in disciplined investment management. Clients are drawn to his steady perspective, thoughtful counsel, and ability to navigate both opportunity and risk with clarity and composure.
Mason’s appreciation for wealth is shaped by personal experience. Raised in a hardworking family, he learned early the value of discipline, integrity, and perseverance. Those principles guided him through college and into a career that began humbly running errands and supporting senior advisors at Credit Suisse First Boston. Through hard work and determination, he rose to help build and grow a multibillion-dollar advisory practice. Having experienced both financial constraint and financial abundance, Mason brings empathy and perspective to every client conversation.
Mason is deeply committed to education, mentorship, and expanding financial literacy—particularly within collegiate athletic programs and underserved communities.
A former PGA Head Golf Coach at The Boys’ Latin School of Maryland, Mason continues to blend his passion for sports with leadership and mentorship. He has been active in numerous professional and community organizations, including serving on advisory boards and committees within the NFLPA and Morgan Stanley, as well as the Baltimore Country Club Board of Governors.
Mason lives in Hunt Valley, Maryland, with his family. Outside of work, he remains passionate about coaching, teaching, and helping others build meaningful, enduring legacies.
Services Include
- Wealth Planning
- Business Planning
- Stock Plan Services
Securities Agent: AL, VT, VA, UT, TN, SD, NM, NE, MD, MA, GA, AR, WA, SC, OR, OK, MI, ME, CT, CA, WI, PA, KY, DC, NH, ID, CO, MN, FL, RI, WV, PR, NC, LA, IN, IL, NV, NJ, WY, TX, OH, NY, HI, DE, AZ, MO, KS; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1255479