Caleb Fry, CFP®, currently serves as a Financial Planning Associate at Mason Investment Advisory Services, Inc., since August 2023. Prior to this role, Caleb Fry worked as a Financial Planner at Water Street Financial from May 2022 to August 2023 and gained valuable experience as a Paraplanner at Sterling Financial Partners from March 2021 to April 2022. Caleb Fry began the career journey as a Paraplanning Intern before completing a Bachelor's degree in Financial Planning, Finance, and Financial Management Services at The University of Akron from 2018 to 2021.
Mason Investment Advisory Services, Inc.
Mason was founded in 1982 to provide private individuals and families with highly customized financial planning, investment management and charitable giving advice. Mason also provides financial planning to senior corporate executives at companies that sponsor financial planning as a corporate benefit. Since 1982, we have grown our business to include investment consulting for institutions, including foundations, endowments, corporate funds, and retirement plans. Our services for institutions are offered on a traditional or non-discretionary basis and on an outsourced chief investment officer (OCIO) or discretionary basis. Our business was founded on the principle that our clients deserve straightforward, independent advice, offered by highly experienced, trusted advisors who are uninfluenced by the conflicts presented when a firm offers proprietary products. As a boutique investment advisory firm, we provide our clients with advice based on sound, time-tested principles and with the data they need to make sound financial decisions. Our private client and institutional practices are relationship based – backed by our highly experienced staff who are dedicated to providing each client with extraordinary service and attention.