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Our financial advice team


Mason Boling, Financial Advisor serving the Indianapolis, IN area - Ameriprise Advisors

Mason Boling

CFP®, APMA, CKA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
PVA Wealth Advisors
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • CKA® Certified Kingdom Advisor®

Education

  • Ball State University, Finance Degree

Awards & recognition

  • PVA Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • PVA Wealth Advisors, Ameriprise Client Experience Award, 2021-2023

Honored to receive recognition

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, PVA Wealth Advisors has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. I’m so grateful for this honor, for my clients’ trust and for the dedication of our entire team.