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?

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?

Phyllis will serve as your primary advisor, supported by a coordinated team that may include an associate advisor and other experienced advisors. Mission Wealth specialists in investments, tax planning, estate planning, and other areas may also contribute based on your needs.

Mission Wealth is a fiduciary. What does that mean?

As a fiduciary, Mission Wealth is required to act in your best interest and not place our interests ahead of yours when providing investment advisory services. Our recommendations are guided by your goals, circumstances, and overall financial needs.

How often will we meet and review my financial plan?

Meeting frequency is tailored to your planning needs and the scope of your relationship with Mission Wealth. You and Phyllis will establish a review schedule, with additional conversations as important decisions, opportunities, or life changes arise.

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

Yes. Phyllis meets with clients locally in person and works with clients across the United States by video and phone. The audiences and questions highlighted above reflect areas of experience, not requirements for working together.

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.