We stand out as financial advisors with a unique approach. Our team brings together a CERTIFIED FINANCIAL PLANNER™, a mechanical engineer, an MBA holder, and a former manager from a leading investment company, each with decades of experience.
The combination of our diverse backgrounds, education, and extensive experience empowers us to think outside the box and challenge conventional wisdom in our investment planning approach.
We have a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.
No one strategy fits everyone, which is why every client gets our undivided attentionfrom planning to execution to follow-up.
Ryan Burton
CFP®
Ryan founded Masonboro in 2013 after many years working for some of the biggest names on Wall Street including Merrill Lynch, Wachovia Securities, and Wells Fargo Advisors. He also spent 5 years working as a Trust Officer for one of the largest banks in the Southeast. In that role, he administered Trusts, settled Estates, and developed custom Estate Plans for affluent families in a 5 county region. He still places an emphasis on Estate Planning when working with clients today.
Ryan holds a degree in Finance from UNC-Wilmington and later attended the Southeastern Trust School at Campbell University where he studied advanced Trust and Estate Planning techniques. He earned his Certified Financial Planner (CFP®) in 2007 and his Certified Trust and Financial Manager (CTFM) in 2004 (inactive).
Now with over 24 years of experience, Ryan has a passion for helping clients understand and navigate the financial markets and realize their long-term goals. Ryan is active in the community, most recently serving a 6-year term on the Board of Directors for The Carousel Center. He has also served on various committees for United Way and The NC Azalea Festival.
When not helping clients, Ryan loves spending time with his family fishing or camping on one of the many islands that dot our coastline. Whether you are planning for Retirement or just need help managing your investments, Ryan and his team are here to help.
Bryce Edmister
Studying for CFP®
Bryce has a passion for simplifying what is often overwhelming for clients and enjoys guiding them to financial freedom. Focusing on varying wealth building, wealth maintenance, and retirement strategies has helped him serve clients successfully. By managing investments in-house, Bryce and his team at Masonboro Advisors are able to minimize costs while providing a full-service, hands-on approach to Wealth Management. Bryce is diligently working toward his Certified Financial Planner (CFP®) designation to better serve his clients and anticipates a 2024 completion.
Prior to his work in financial services, Bryce chased his dream of playing Professional Golf by competing on various Mini Tours and making an appearance in a Korn Ferry Tour Event. His passion for golf remains; Bryce enjoys playing locally as often as possible and still loves to compete in amateur events when the opportunity presents.
Whether you are looking for help with investments, retirement planning, or just want another set of eyes to confirm your current approach, Bryce and the team at Masonboro Advisors are here to help.
John Glasgow
MBA
John received his BS in Mechanical Engineering from NC State University in 1974, graduating Magna Cum Laude. His studies were continued at the University of North Carolina, graduating in 1976 with his Masters in Business Administration. Areas of concentration included Human Relations and Finance.
Mr. Glasgow worked for 14 years with Progress Energy in a variety of positions including engineering, sales, cash management, and human resources. During this period he earned his Registered Professional Engineer and Certified Cash Manager credentials. Responsibilities included managing an investment portfolio exceeding $250 million and designing and evaluating employee, executive and board-of-director compensation.
Mr. Glasgow established a private practice in the fall of 1998. He has held the series 6, 63, 65, 7 and 24 securities credentials. He is also a licensed insurance representative. Initial clients were employed primarily in universities and hospitals in the southeastern United States. As a result of client referrals, the client base has diversified significantly and now includes individuals, non-profits, and retirement plans of all types. Since inception, John has been an independent advisor, allowing him flexibility to seek the investment approach that best suits the need of the client.
John resides in North Carolina with his wife Dianne. They have two children, Justin and Julie. Golf, snow skiing, woodworking, and travel are passions.
Patrick Tuite
Patrick has been an experienced financial advisor for 18 years and has achieved tremendous success with multiple, major institutions. He holds a bachelor's degree from the University of North Carolina at Chapel Hill, a law degree from Thomas Jefferson School of Law, and advanced educational certifications from Stanford and Yale University. Prior to financial services, Patrick was the General Manager for a professional arena football team and worked in sports management all throughout college.
Now settled full-time back in the Carolinas and living in North Myrtle Beach, Patrick has a passion for helping clients understand and navigate the financial markets and realize their long-term goals. Patrick is an active member in the community, with involvement as a coach for First Tee and N. Myrtle Beach Parks & Rec, YMCA Board of Directors, Habitat for Humanity, and March of Dimes. When not assisting clients, Patrick loves traveling with his family. He is also an avid golfer and loves watching UNC sports with his twins.
If you are planning for retirement, navigating the markets, and/or want someone who has a tremendous amount of experience in all facets of financial services, including asset management, retirement and estate planning, life, health, long-term care, and property & casualty insurance, Patrick and the resources of his valuable team at Masonboro Advisors are here to assist you!
Cort Rogers
Cort holds a bachelor's degree in Finance with a minor in Economics from the University of Utah along with his Uniform Investment Adviser Law License (Series 65). He joins Masonboro Advisors after a stint with a reputable investment advisory firm in Salt Lake City in their investment research department.
A recent transplant to Wilmington, the Los Angeles native looks to understand each client's specific needs and goals in order to craft a customized financial strategy. He sees his role as a teammate in each client's life looking to help clients align their financial well-being with their personal goals and lifestyle.
In the past, Cort has worked as a stunt man in the film industry, which was a huge inspiration for getting into wealth management. Cort's father, Scott Rogers, is a second unit director/stunt coordinator and he exposed Cort to the film industry at a very young age which has fed his desire is to offer specialized financial services to other members of the stunt and film industry at-large. His goal is to help clients establish a financial outline that secures a thriving future, but also allows them to continue to pursue their desired lifestyle.
When off the clock, Cort serves as the head lacrosse coach at John T. Hoggard High School (go Vikings!) and loves to golf, workout, and spend time with his wife, Addi, and dog, Scout.
Todd Burton
ChFC
Todd joined Masonboro in 2024 from a highly regarded investment firm in Newport Beach where he worked with high-net-worth clients in all aspects of their financial lives. Now with over a decade of Wealth Management experience, Todd brings a plethora of knowledge to the Masonboro Team and leads our West Coast efforts from our newly established Santa Monica office.
Todd is passionate about helping others, and his goal is to provide individuals, families, executives, and business owners with the very best advice and guidance to ensure their financial success. Todd and his team have the skills, knowledge, and experience to help his clients meet their established goals and protect their assets. He prides himself on becoming a lifetime resource and treats every one of his clients like family.
Todd holds a Public Administration/Economics degree from San Diego State University. He later attended the Anderson School of Business at UCLA, earning a Masterâs in Financial Planning and Investment Management. In addition, Todd further advanced his financial education by attending the American College of Financial Services, where he earned his Chartered Financial Consultant (ChFC®) designation.
When not helping clients, Todd enjoys spending time with his wife, Adrienne, and three boys, Grayson, Renly, and Cooper. You can find them skiing the mountains
Lynn Matheron
Raised in eastern North Carolina, Lynn attended UNC Chapel Hill and then ventured off to live and work in 5 foreign countries over the span of about 20 years. While living in Europe, she received her MBA from Durham University in the UK.
Lynn has advised many private investors in residential & commercial real estate purchases. Her fluency in French and German were an attribute while working in Europe. Her work experiences took her to Austria, Switzerland, France, Greece, New Zealand and Argentina; ultimately settled in the French Alps where she represented many high-net-worth investors in residential and commercial real estate.
Upon returning to the USA with her family in 2000, Lynn continued her connections with Europe and worked for FERI (one of the largest private wealth management firms in Germany) for two years. After being approached by a group of Belgian investors, Lynn helped them seek and identify income-producing investments throughout the USA and in the UK. She finally decided to spend more time with family in North Carolina and travel less so she created her own commercial real estate firm. Delivering excellent customer service and surpassing expectations have always been top priority in all of Lynn's previous roles.
Now residing in Wilmington, time outdoors and on the water are some of Lynn's favorite pastimes, as well as, enjoying two of her daughters who live close by.
General Information |
Firm Start Year: | 2013 | |
No. of Employees: | 10-19 | |
Name of Broker/Dealer: | N/A |
Name of Custodial Firm: | Fidelity, Charles Schwab (TD Ameritrade) |
Work with the following types of clients: | Businesses, Individual Investors, Non-Profit Organizations |
Advisory Services Provided: | Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Portfolio Management |
Services |
Investment Types: | Stocks, Annuities, Exchange Traded Funds (ETFs), Insurance, Bonds |
Can meet clients in the following ways: | Our Office, Phone, Video Conference |
Qualifications & Memberships |
Insurance and Annuity Licenses: | Annuity, Long Term Care, Disability, Life |
Firm Information |
Firm's Number of Clients: | 250 |
Firm's Number of Managed Clients: | 250 |
Assets Managed by Firm: | 143000000 |
Compensation and Fees |
Fee Structure: | Fee-Based |
Minimum Portfolio Size for New Managed Accounts: | $250,000 |
Compensation Methods: | Based on Assets, Hourly |
Hourly Rate: | $250 |
Minimum Fee Charged for Managed Accounts: | $2,500 |
Minimum Fee Charged for Hourly Planning Accounts: | $1,000 |
Board Positions |
Organization : | N/A |
Position : | N/A |
Duration : | 05/04/2023-Present |
Education |
Bachelors Degree | Binghamton University
08/30/2010-05/04/2014 |
FAQs |
Do you have a customer satisfaction or refund policy?Clients are free to leave the firm at any time if they are not satisfied. Fees will be pro-rated and returned if a client leaves mid-quarter. |
What are your qualifications? What is your education background?We are not your typical financial advisors. With decades of experience, our local team consists of a CERTIFIED FINANCIAL PLANNER", a mechanical engineer, an MBA holder, and a former manager for a major investment solutions company. |
How are you compensated? How will I pay for your services?When we manage investment portfolios for clients, we generally charge 1% of assets under our care. Our fees are negotiable and will decrease as certain asset levels are reached. For Financial Planning services, our CFP®'s charge $250/hr. Call us for a custom proposal. |
If you are going to manage my account, will you obtain my permission every time you buy or sell something?Masonboro Advisors has discretionary authority over majority of client accounts. |
How many clients do you currently manage?Masonboro Advisors manages approximately 250 clients. |
Disclosures |
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
Additional Detailed Disclosures |
Disclaimer |
Investment Advisory Services offered through Glasgow & Associates, LLC. Glasgow & Associates is a Registered Investment Adviser regulated by the North Carolina Secretary of State Securities Division. Additional information about Glasgow & Associates is available on the SECs website at www.adviserinfo.sec.gov. |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
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Best of Wilmington 2023 - Financial Advisors
When: 01/01/2023
Details:Masonboro Advisors is a trusted financial planning and wealth management firm. With a client-centered approach, their team of professionals offers personalized strategies to help individuals and businesses achieve their financial goals. From retirement planning to investment management, Masonboro Advisors provides comprehensive services backed by expert knowledge and a commitment to building long-term relationships with their clients.
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Best of Wilmington 2022 - Financial Advisors
When: 01/01/2022
Details:Financial Advisor - Masonboro Advisors
910-742-0509
masonboroadvisors.com
This team of financial planners works hard to understand your personal needs, goals, and risk tolerance to design a financial plan that works for you. They not only take into consideration your financial goals, but they also include stage of life, risk assessment, and future cash flow requirements. Their goal is to prepare you for today, tomorrow, and whatever life brings. They are 100 percent committed to helping people just like you create solutions for their retirement assets.
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