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Mason Moses, CFP®, MPA

Vice President, Head of Consulting

Contact Information

900 S Capital of TX Hwy, Ste. 350 | Austin, TX 78746
Phone: 512.600.5276

Background

At TCG Advisory Services, LLC, a HUB International company (TCG), Mason Moses specializes in working with both public and private organizations and their executive leadership to assist them in attracting and retaining highly competent leaders. Additionally, Mason focuses on helping individuals lead a healthier financial life by mapping out strategies and actionable financial plans to meet their specific goals. 

Mason holds a Bachelor’s degree in Communications and Business from Texas Tech University, and a  Master’s degree in Public Policy from Texas A&M University. Mason has also completed the University of Texas’ Financial Planning Certificate Program. Before joining TCG Advisors in 2015, Mason worked in the public sector in both the public school system and the Texas Senate. Mason is a frequent presenter at conferences across the country on the topics of creative compensation, financial planning, and implementing healthy financial habits.  

 

Areas of Focus

  • Financial Planning
  • Pensions
  • Executive Compensation
  • Financial Literacy
Investment advisory services offered through TCG Advisors, an SEC registered investment advisor. Insurance Services offered through HUB International.
 
HUB International, owns and operates several other entities which provide various services to employers and individuals across the U.S.

*Some of the services listed above may be provided outside of HUB International and its affiliates.

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DISCLOSURES
TCG Advisory Services, LLC ("TCG Advisors") is a registered investment advisor regulated by the U.S. Securities and Exchange Commission (SEC) subject to the Rules and Regulations of the Investment Advisor Act of 1940, and is a part of TCG Group Holdings, LLP. Registration with the U.S. Securities and Exchange Commission does not imply a certain level of skill or training. We are located in Austin, Texas. A copy of our Form ADV Part 2 is available upon request.

This website is not authorized for use as an offer of sale or a solicitation of an offer to purchase investments. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or as an offer to provide advisory or other services in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.

Past performance may not be indicative of any future results. No current or prospective client should assume that the future performance of any investment or investment strategy referenced directly or indirectly in this brochure will perform in the same manner in the future. Different types of investments and investment strategies involve varying degrees of risk—all investing involves risk—and may experience positive or negative growth. Nothing in this brochure should be construed as guaranteeing any investment performance.

This website may contain forward-looking statements and projections that are based on our current beliefs and assumptions on information currently available that we believe to be reasonable; however, such statements necessarily involve risks, uncertainties, and assumptions, and prospective investors may not put undue reliance on any of these statements.