Ben Raikes, CFP®, EA Mason & Associates

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About Ben Raikes, CFP®, EA

Ben is a graduate of Virginia Tech’s Pamplin School of Business where he graduated with a Bachelor of Science in Business as a Finance major and completed the CERTIFIED FINANCIAL PLANNER™ (CFP®) education requirement.

Ben is a CERTIFIED FINANCIAL PLANNER™ (CFP®) as well as an Enrolled Agent (EA) admitted to practice before the IRS. Ben also holds the Series 65 and the Virginia Life and Health Consultant Licenses.

Ben joined Mason & Associates in 2022 as a Senior Financial Planner. Prior to joining Mason & Associates, Ben was a Vice President and Advisor at a respected financial planning firm in Richmond, VA. Ben also has experience working with other financial planning firms both large and small in northern Virginia and Maryland giving him a diverse background in the profession. Ben’s primary responsibilities consist of working directly with Mason & Associates clients in all aspects of their financial plans, with a particular emphasis on the subjects of tax, retirement, and estate planning. Ben works closely with John Mason and Tommy Blackburn in developing and implementing technology initiatives at the firm.

Ben and his girlfriend Brittany reside in Richmond, Virginia with their dog Wynnie. Together, they enjoy traveling, working-out, taking Wynnie on long walks and enjoying the many restaurants and breweries in the Richmond area.

Ben’s memberships and designations include:

CERTIFIED FINANCIAL PLANNER™ (CFP®)

Enrolled Agent (EA)

Life and Health Insurance Consultant License in Virginia

President of the Central Virginia Financial Planning Association (FPA) chapter

Read Ben’s blog here: https://www.masonllc.net/blog.htm

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Ideal Clients

  • Baby Boomers
  • Government Employees
  • Military & Veterans
  • Tax Planning

Ways Advisor Charges

  • Assets Under Management

Fee Options

  • Assets Under Management: 1.50%

SEC Records

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