Green Valley Wealth Management is now a part of Mission Wealth!
We are pleased to welcome Green Valley Wealth Management to the Mission Wealth family.
A Growing Team With More Resources
If you need to reach us, please use the updated contact information below.
Phyllis Lancaster, CFP®
Partner and Client Advisor
Phone: (336) 676-6900
plancaster@nullmissionwealth.com

Susan Rizzi, CFP®
Partner and Client Advisor
Phone: (336) 676-6900
srizzi@nullmissionwealth.com
Beth Barton
Client Service Representative
Phone: (336) 676-6900
bbarton@nullmissionwealth.com
Mission Wealth Merged with Green Valley Wealth Management
Mission Wealth LP announced on October 4, 2022 that it has merged with Green Valley Wealth Management, an investment firm that operates out of Greensboro, NC and oversees approximately $90 million in assets under management. Green Valley Wealth Management’s accomplished team strengthens Mission Wealth’s existing client service experience in North Carolina. The partnership establishes a location in the Southeastern Region allowing Mission Wealth to better serve the needs of future clientele in this region.
“We are thrilled to welcome the entire team at Green Valley Wealth Management to Mission Wealth. From our very first conversation with Phyllis, Susan, and Beth, we knew their team’s passion for comprehensive wealth management, investment counsel, and community involvement was a perfect fit. The addition of Green Valley will add to our existing presence in the Southeast and allow us to better serve the growing needs of our clientele in the region. As we have gotten to know each other better over recent months, it has solidified my respect for what Green Valley has built, confirmed our strong cultural match, and reinforced our collective belief in the importance of continuously enhancing the client experience.”
“I am honored to merge with an organization that provides caring advice to empower people to live their life’s dreams. This combination of care and technical and investment advice will benefit my existing and future clients.”
“I don’t think we could have found a better match. It was important to us to find a firm owned and run by experienced, successful CFP® professionals rather than private equity. It’s so exciting not only to have found that but also a group of like-minded and like-hearted professionals I am proud to call partners and friends.”
“We are excited to welcome the Green Valley team, and their clients, to Mission Wealth. Phyllis, Susan, and Beth share our passion for thoughtful planning, prudent investment stewardship and caring service while also being positive community contributors. This new partnership is part of Mission Wealth’s ongoing commitment to serve more families across the southeastern United States with our industry leading service approach.”