About Lumen

At Lumen Wealth Advisors, we provide fee-based, boutique advisory services and act as a fiduciary for our clients. We are committed to acting in our clients’ best interests and strive for excellence in the work and service we provide. In our view, what makes us different—even among established and well-respected advisory brands—is our process and the thoroughness of our approach. We listen attentively, coordinate effectively, and plan efficient, strong financial frameworks for our clients. These are the values that make Lumen Wealth Advisors a financial steward and how we help our clients pursue living amazing lives of significance.

Lumen Wealth Advisors was co-founded by Philip J. Mason, Keven P. Prather, and David A. Freno to serve the needs of affluent and business-owner clients. As founder of 3D Integration LLC, Phil Mason built a successful practice focused on the complex needs of successful middle market business owners and highly affluent families. Keven Prather, founder of TransitioNext Advisors, and partner David Freno focused on supporting privately-owned and multi-generational family business owners as they strengthen their businesses and transition to life after ownership and control, as well as a select group of emerging-affluent and affluent clients in a variety of professions and the arts.

With more than 40 years of combined experience and the unique synergy of their new partnership, the advisors of Lumen Wealth Advisors provide comprehensive, integrated financial planning and wealth management in the areas of investment, estate, charitable giving, protection, asset protection, and business planning.