Mission Wealth

Greensboro, NC

Mission Wealth specializes in empowering Greensboro Retirees, Independent Women, and Professionals.

contact us

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) 676-6900

Fax: (805) 882-2362

3608 W. Friendly Ave
Suite 100
Greensboro, NC 27410


Founded in 2000, Mission Wealth is a premiere wealth and investment management firm. Headquartered in Santa Barbara, CA, Mission Wealth has additional office locations across the country to better serve our clients.

Mission Wealth's financial service offerings include financial planning, investment management, estate planning, asset protection, charitable giving, tax planning, and retirement planning. For over 20 years, Mission Wealth has offered holistic wealth management services to high-net-worth families throughout the United States. We specialize in helping people during major life events and our visionary, service-oriented culture is focused on empowering our clients to lead more fulfilled lives.

Our dedicated team of financial professionals, CFPs, CPAs, and attorneys specialize in assisting clients during life events such as retirement, inheritance, divorce, business liquidity, receipt of stock options, health event, or loss of a spouse. All advice that we provide, is caring, thoughtful, and focuses on your goals and what you really want in life. Best of all, our proactive approach keeps you informed and on track with your goals.

We are on a mission to inspire people to optimize their finances and achieve true peace of mind. Get in touch with us today to start your journey to financial freedom.

To meet with a financial advisor in the Greensboro, NC area, contact us today at (336) 676-6900

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

Our Awards & Rankings

We are proud to have received industry recognition and prestigious awards.

Get in touch with Mission Wealth

To learn more about our services, speak with a trusted advisor, or to partner with us, please complete our request form.
insurance review benefits