Center Valley Office
Phil Mason is a Certified Family Business Specialist with twenty years of experience working with and advising family business owners. His professional mission and passion is to help business owners understand, build and protect the value of their company while planning and executing succession/exit plans on their terms. Phil helps owners of medium-sized companies design and implement customized plans and solutions that encompass the family, business and ownership domains of their financial life. This specialized and holistic approach addresses the complex and interrelated nature of business owner concerns. His financial planning practice involves advanced estate planning, business succession planning, executive compensation and benefit plan designs, and retirement planning. As a Registered Representative of MML Investors Services, LLC, he performs investment portfolio analysis, planning and management as well as serving as lead advisor on select company retirement plans.
Phil began his 25+ year career in the AT&T CFO organization. After five years, he left to become EVP & CFO of 2nd generation family-owned Allied Steel in Newark, NJ. After three years, he joined 2nd generation family-owned Martec International in S. Plainfield, NJ, as CFO. He was promoted to CFO & COO after twelve months and provided financial and operational leadership while the company expanded distribution throughout North, Central and South America.
In 2004, he launched and became President of 3-D Excellence, LLC, a management consulting firm. He has vested over 10,000 hours advising family business owners in strategy, execution and succession.
Education and Credentials Include:
BA cum laude in International Business & Economics with a minor in Spanish from SUNY Brockport.
MBA in International Business Management from Fairleigh Dickinson University.
Graduate Certificate in Personal Financial Planning from Moravian College.
Graduate Certificate in Business Succession Planning from The American College.
Certified Family Business Specialist (CFBS) designation from The American College.
Phil and his wife Fran reside in Williams Township, PA, with their twins Makayla and Rocky. He volunteers time, talent and treasure to The Diocese of Allentown and St. Theresa of the Child Jesus Parish.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies