Mission Wealth
Mission Wealth specializes in empowering Greensboro Retirees, Independent Women, and Professionals.
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Speak with a local Greensboro, NC Financial Advisor
Our services include financial planning, investment management, estate planning, asset protection, and tax optimization. We specialize in helping our clients maximize their financial wealth and security as reliably as if it was our own.
Phone: (336) 502-8478
Fax: (805) 882-2362
3608 W. Friendly Ave
Suite 100
Greensboro, NC 27410
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About Mission Wealth's Services
Mission Wealth is a nationally recognized wealth and investment management firm that delivers comprehensive financial planning tailored to your life. Founded in Santa Barbara in 2000, we’ve grown to serve clients nationwide with a deep commitment to personalized service and trusted advice.
Our team of experienced financial professionals—including CFPs, CPAs, and Wealth Strategy experts—collaborate to provide integrated solutions for investments, retirement planning, tax strategies, estate planning, asset protection, and charitable giving. We specialize in guiding clients through major life events such as retirement, business sales, inheritance, and divorce.
Why choose Mission Wealth? Because we don’t just manage money: we help you live with purpose. Our proactive, goal-based planning keeps you informed, prepared, and empowered to make confident decisions.
Let us help you simplify complexity, stay on track, and live the life you’ve imagined. Connect with us today.
To meet with a financial advisor in the Greensboro, NC area, contact us today at (336) 502-8478
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 our existing and future Greensboro clients.
– Phyllis Lancaster, Partner and Senior Wealth Advisor
Meet Our Wealth Advisors That Serve Clients in Greensboro
Ready to take the first step toward achieving your financial goals?
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Mission Wealth is a Registered Investment Advisor. We will not be able to provide specific financial advice during the initial meeting. Our services are currently available to U.S. residents only. Mission Wealth's investment minimum is $1,000,000.
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If there is anything we can improve on, please call us at (805) 882-2360.
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