-Wealth Management for the 21st Century-

As an independent wealth management and investment firm, First Mason Financial 365 (FMF365) is dedicated to identifying your financial needs and finding the best financial solutions. Our firm treats all of our clients as individuals, allowing you to customize investment portfolios that are specifically suited to meet your needs and goals. Our financial services are tailored to every stage of your life, ensuring you have a clear path to financial health and wealth.

SEC Registration

Form CRS (pdf)

History of First Mason Financial

Daniel Mason, founder and CEO, began his career at a large brokerage firm where every client was treated as a number. At the young age of 28, Dan decided he wanted to provide a different type of financial planning – an investment firm that was dedicated to helping people of all ages achieve financial success. So, in 2007, he chose to forge his own path in the investment advisory industry and opened First Mason Financial. After successfully branching out on his own, Dan decided he REALLY wanted to provide different and unique financial planning services and, voila, FMF365.com was born.

FMF Retirement Planning

Founding Principles of Our Firm

The goal of our financial investment firm is to provide:

  • Honest, straightforward, actionable financial investment advice
  • Sound financial planning with a clear path to success
  • Guidance to retired clients in all facets of retirement (investing, protection, Medicare, Social Security, etc.)
  • Advice to clients of all ages regarding the right path to financial independence

FMF365: The Future of Financial Planning

FMF365 Mission: We are dedicated to helping as many people as possible achieve the true American dream—but also a life of WEALTH and most importantly HEALTH!

A lot has changed since 2007, but our dedication to educating and helping clients achieve their financial goals remains the same. That’s why we created FMF365, a 21st-century investment firm that offers wealth management and digital asset management.

FMF365 provides a place for any and all Americans to get an easy-to-understand guide to a healthy, rewarding, successful retirement, including these topics:

Explore our Health & Wealth Insights to discover information about financial investment, financial planning, and the market! Learn more.

33 Public Square, Medina, Ohio

Our investment firm is headquartered in the heart of Medina, Ohio’s historic district. Known for being a small rural town, Medina has a unique and rich heritage. Dan is proud to be part of Medina’s community and help its residents achieve financial success. Learn about the rich history and legacy of 33 Public Square.

  • 1830: Construction of the wood building completed
  • 1830–1852: Green’s Tavern
  • 1854–1857: Albro Grocery and Dry Goods Store
  • 1857–1870: Selkirk Groceries and Provisions
  • 1870: Tragic Medina Square fire
  • 1875: James Albro purchased the building for $5,500 and completed construction of the brick building
  • 1875–1908: Albro Drug Store
  • 1908–1924: Wall Drug Store
  • 1924–1938: Webber’s Drug Store
  • 1938–1978: Anderson Drug Store
  • 2015: Dan Mason purchased the building

Whitepapers

From NFTs to our very own digital token, Dan Mason highlights the newest features the FMF365 ecosystem has to offer and his plans to help get the American people more involved with their personal finance.

The FMF365 NFT Collection

The FMF365 NFT Collection is a limited-edition collection of 365 very special NFT’s. Virtual Dan will help explain why these 365 seats can and will provide many real-world benefits!

The VDcoin (VDC)

The VDcoin is the ethereum based utility token (ERC-20) used in the FMF365.com ecosystem. The VDcoin has been minted in a blue-polished, genuine, digital titanium in order to stand the test of time for as long as the Ethereum blockchain shall live!