Mary Masters, AIF®, PPC™
Tax-smart, fiduciary wealth planning for families and business owners.
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Serving Clients Nationwide
Tax-smart, fiduciary wealth planning for families and business owners.
Areas of Focus
- 721 Exchanges
- Business Owners
- Capital Gains
- Divorce Financial Planning
- Estate Planning
- Financial Life Planning
- High Net Worth
- Inherited Wealth
- Investment Management
- Loss of Spouse or Partner
- Retirement Planning
- Tax-Efficient Planning
About Mary Masters, AIF®, PPC™
Hi, I'm Mary Masters. With 25+ years in financial planning, I’ve seen what happens when people get great advice — and what happens when they don’t. That’s what drives me every day.I’m a Financial Planner, Accredited Investment Fiduciary (AIF®), Professional Plan Consultant (PPC™). Those credentials reflect real depth across the situations my clients actually face — from growing a business and managing a 401(k) plan, to navigating a divorce, to building a retirement that lasts.
What makes our firm truly different is that I partner with my husband Don Masters, CPA, to offer comprehensive financial planning and tax preparation under one roof. Your investment strategy, retirement plan, estate goals, and tax returns are built together — not handed off to strangers who don’t talk to each other. Most clients have never experienced that level of coordination, and once they do, they don’t go back.
I also work with individuals going through divorce who need a financial expert in their corner — someone who can model settlement scenarios, protect long-term interests, and make sure decisions made today don’t create problems ten years from now.
My clients are typically business owners, families, and individuals who have worked hard to accumulate wealth and now want to make sure it’s working as hard for them. I’m fee-only and fiduciary, which means I’m paid by you — not by commissions — and I’m required to put your interests first, always.
Our clients are a diverse group located all over the US and locally in Statesville, NC and Wilkesboro, NC. We are very comfortable meeting virtually.
If you have accumulated significant assets, own a business, are approaching retirement, or expect an inheritance, it may be worth determining whether your investment, tax, and estate planning strategies are working together as effectively as they could be.
When I’m not working, you’ll find me scuba diving or in the garden — both remind me that the best outcomes come from patience, preparation, and knowing when to go deep.
Professional Designations
- Accredited Investment Fiduciary (AIF)
- Professional Plan Consultant (PPC)
Primary Location
246 E Broad Street, Statesville, NC 28625
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
What to expect in the first meeting
What to Expect in the First Meeting Many of the people who contact us already have an advisor, a CPA, or both. What they often discover is that their investment strategy, tax planning, retirement planning, and estate planning are being handled separately. The purpose of our first meeting is to determine whether those pieces are working together as effectively as they could be. We'll discuss: -Your current financial priorities -Upcoming tax, retirement, inheritance, or business events -Potential gaps between your investment, tax, and estate planning strategies -Whether a more coordinated approach could add value Even if we never work together, most people leave the conversation with a clearer understanding of the opportunities and risks they may not have previously considered.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About Masters Tax & Financial Planning LLC
Masters Tax & Financial Planning LLC is a husband-and-wife firm built on a simple idea: your financial plan and your tax strategy should never be separate.Mary Masters, AIF® PPC™, leads the financial planning and investment side. Don Masters, CPA, handles tax preparation and accounting. Together, they bring a level of coordination that most firms simply can’t offer — every investment decision, retirement strategy, and estate plan is made with your tax picture already in view.
We serve high-net-worth individuals, families, small business owners, nonprofits, and individuals navigating major life transitions including divorce. Our clients typically have $500,000 or more in investable assets (though exceptions are made).
We operate as a fiduciary on a fee-only basis — no commissions, no conflicts of interest, just advice that’s built around you.
Hobbies and Interests
- Dogs
- Family
- Gardening
- Scuba Diving
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Baby Boomers
- Business Owners
- Corporate Executives
- Divorce
- Dual Income Family
- Entrepreneurs
- Families
- Government Employees
- Healthcare Professionals
- Individuals
- Intergenerational Families
- Living in Retirement
- Sales Professionals
- Widow
- Women in Transition
- Women Professionals
- Women’s Finance
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