Phyllis Lancaster CFP®

Partner and Senior Wealth Advisor

Based in Greensboro, Phyllis helps individuals and couples organize their financial lives, prepare for retirement, and enter their retirement years with greater clarity

Ways to Connect

In-person visits
Video Meetings
Phone Meetings

Request an introduction

Who Phyllis Typically Helps

Pre-retirees and retirees, couples preparing for retirement, individuals seeking help organizing their finances, families looking for clearer communication around financial decisions

Serving Clients in

Greensboro • Winston-Salem • High Point • Chapel Hill • Raleigh • Communities throughout North Carolina

Available nationwide through virtual meetings

Questions Phyllis Helps Answer

How can I prepare for retirement?
How can I create a coordinated retirement plan and income strategy?
How can I organize investments and financial accounts?
How can my spouse and I better understand our shared financial picture?
How should our plan adjust throughout retirement?

07/27/2026

I am delighted to work with you!~ Perfect service and professionalism. Many, many thanks!

07/16/2026

I have been so happy working with the team at Mission Wealth. As I was going through big transitions, and trying to align my financial plan with my goals and life, our work together has given me great peace of mind. That someone had my back. And that "I was on the right path" - these simple words, coming from a trusted partner, have helped me immensely!

06/09/2026

Mission Wealth has been incredibly thoughtful and diligent in establishing a well-balanced portfolio for my personal investments. They've taken the time to understand my goals and risk tolerance, ensuring that every investment recommendation aligns with those interests while maximizing growth. Thanks to Mission Wealth's guidance and expertise, I am in a much stronger financial position today than before.

04/21/2026

It's a huge relief to me to have Mission Wealth overseeing everything for me. There's a level of conscientiousness and follow-thru that I needed. I'm also thrilled with the growth I've seen in my portfolio.

04/21/2026

Every aspect of our relationship with Mission Wealth has been built with trust, respect, and professionalism. We deeply appreciate having such skilled people in our corner, helping us to navigate our financial future.

03/15/2026

Very personalized, quick response times when we have questions. My husband and I have been working with Mission Wealth for several years and have had a very positive experience.

The testimonials included here are from current clients. Clients were not compensated and there are no material conflicts of interest. See our website for a representative list of all testimonials received.

Phyllis Lancaster is a highly experienced Partner and Senior Wealth Advisor at Mission Wealth, providing exceptional financial planning and advisory services to clients in Greensboro, North Carolina, and the surrounding Southeast region. Her approach is deeply personalized, taking the time to understand her clients’ unique financial situations, lifestyles, and aspirations. By working collaboratively with her clients, Phyllis develops tailored financial plans that encompass risk management, tax strategies, and investment management, with the aim of helping clients achieve their financial goals. She has a wealth of experience working with pre-retirees, widows, and multi-generational families, and is committed to providing the highest level of service and expertise to each and every one of her clients.

Wealth management is more than just numbers, it's about helping people achieve their dreams and providing them with the peace of mind that comes with having a solid financial plan in place. I love being able to work closely with my clients, getting to know them on a personal level, and developing customized strategies to help them reach their goals.

—Phyllis Lancaster, Partner and Senior Wealth Advisor

Phyllis’s Frequently Asked Questions

What should I expect when I begin working with Phyllis as my financial advisor?

Clients can expect Phyllis to help them get their arms around their financial situation so they can move into retirement with greater clarity and spend more time enjoying the life they have planned.

Will I work directly with Phyllis, and who else may support my financial plan?

Mission Wealth is a fiduciary. What does that mean?

How often will we meet and review my financial plan?

Can I work with Phyllis if I live outside Greensboro or my situation is not listed above?

Professional Background

During her twenty-year career in the financial industry, Phyllis has been committed to developing strong relationships with her clients and helping them transition financially as they move through their lives. In 2011, Phyllis and her former business partner established Green Valley Wealth Management, a female-owned financial advisory firm. They brought the firm to Mission Wealth in 2022 to elevate the service and investment offerings available to their clients and to work alongside an exceptionally talented group of financial professionals.

Phyllis holds the internationally recognized CERTIFIED FINANCIAL PLANNER™ certification. She earned a Bachelor of Arts degree from the University of Arkansas and is a graduate of the University of North Carolina Senior Executive Institute. She is securities-registered, insurance-licensed, and an Investment Adviser Representative.

Phyllis is a member of the Financial Planning Association (FPA), serves as a Board member of the Greensboro Estate Planning Council, Inc., and is a member of the Financial Service Advisors Council.

Personal Pursuits

Phyllis and her husband call Greensboro home and love spending quality time with their two sons and extensive family. She adores visiting her loved ones, regardless of their location, and finds joy in activities such as reading, swimming, playing tennis, practicing yoga, and going on walks. Additionally, she values spending time with her friends and making new connections in her community.

Community Impact

Phyllis Lancaster is an active member of her community and is involved with various organizations. She is a member of the Women’s Club at Our Lady of Grace Catholic Church and a Sustainer of the Junior League of Greensboro. Phyllis has also served as President of the Junior League of Greensboro for both Actives and Sustainers and as a Board Member of the Guild of Family Services. She has also contributed her time and expertise as a Zone Parent for the North Carolina West Point Parents Association and on the Randolph-Macon College Parent’s Swim Team Board. Through her involvement in these organizations, Phyllis has made a meaningful impact on the lives of those in her community.