Special to IFN

Don and Mary Masters, a husband-and-wife team with over 25 years of experience each in financial planning and tax strategy, have moved their firm, Masters Tax & Financial Planning, to Downtown Statesville.

Located at 246 E. Broad Street, the firm is now welcoming new clients.

Masters Tax & Financial Planning is a Registered Investment Advisor (RIA) serving clients in Oregon, Washington, Arizona, and North Carolina. As an independent, fiduciary firm, Masters Tax & Financial Planning operates with an unwavering commitment to acting in the best interests of their clients while providing highly personalized financial strategies.

“We are thrilled to bring our expertise to the Statesville community and build lasting relationships with our new clients. Our mission is to provide expert financial and tax guidance with the highest level of integrity and service,” the Masters said.

The firm specializes in comprehensive financial planning for high-net-worth individuals and business owners, offering advanced tax reduction strategies, business consulting and financial audits, wealth management and investment planning, and retirement & estate planning.

By working with a limited number of clients, the firm ensures that each client receives tailored financial guidance designed to preserve and grow their wealth across generations.

Don Masters, CPA, specializes in advanced tax reduction strategies, business consulting, and financial audits, helping clients maximize tax efficiency, business profitability, and financial clarity.

Mary Masters, AIF, focuses on wealth management, retirement planning, and estate strategies, assisting clients with multi-generational wealth transfer, investment management, and tax-advantaged legacy planning.

Originally from North Carolina, Mary returns to her roots, while Don, an Oregon native, has embraced the Statesville community. Outside of their professional careers, they enjoy spending time with family, their three dogs, scuba diving, and gardening.

LEARN MORE

Call 503-558-3102 or visit WeAreTheMasters.com.