Longview Wealth Management in Madison, GA

at 213 W Jefferson St, Madison, 30650 United States

Wealth begins when you take the long view.


Longview Wealth Management in Madison, GA
213 W Jefferson St
Madison , GA 30650
United States
Contact Phone
P: (706) 438-4497
Website

Description

Founded in 1978, LongView Wealth Management is a fee-based personal wealth management firm bringing over 35 years of extensive knowledge and experience to the practice of financial planning. While Longview is headquartered in Atlanta, Georgia, we opened an office in Madison, GA in January 2015. We offer one source, one perspective, one highly coordinated and personalized plan, weighing each decision against a clearly defined strategy based on our clients’ exact needs and financial goals. We provide objective, independent, and un-biased financial advice to help simplify life. Securities offered through Cambridge Investment Research, Inc. A registered Broker/Dealer, Member FINRA & SIPC. Investment Advisory Services offered through IAR’s of Longview Wealth Management, a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc. Cambridge and Longview Wealth Management are not affiliated.

Opening time

  • Mondays: 08:30- 17:00
  • Tuesdays: 08:30- 17:00
  • Wednesdays: 08:30- 17:00
  • Thursdays: 08:30- 17:00
  • Fridays: 08:30- 16:00

General Info

Joey Lancaster and Jennifer Stewart, both originally from Madison, GA, team together to run our Madison location. Joey Lancaster, CFP® , joined Longview Wealth Management in 2015 and has more than 12 years of investment management experience and is also a licensed life insurance and annuity advisor. Prior to joining Longview, he spent seven years as a financial advisor with United Bank and has also worked with Edward Jones Investments and First National Bank of Griffin.Joey graduated from the University of Georgia’s Terry College of Business with a Bachelors of Business Administration with a concentration in Finance in 2001. He received his CERTIFIED FINANCIAL PLANNER™ designation in January 2008 and completed the American Bankers Association Graduate Trust School in 2013. As a financial advisor, Joey takes great pride in providing relevant financial advice to help his clients reach their unique needs. He works hard to incorporate seven core principals with each client relationship: Organization, Accountability, Objectivity, Proactivity, Education, Partnership, and Accessibility. Actively involved in the Madison community, Joey has served as Chairman of the Madison-Morgan Chamber of Commerce Board of Directors and is a past President of the Rotary Club of Morgan County. He is also on the Morgan County Touchdown Club Board of Directors, a member of the Partners for Education Committee, a volunteer RISE reader at Morgan County Primary School and a volunteer coach for the Morgan County Recreation Department. Joey and his wife Stacey live in Madison with their son and two daughters. They are also active members of their church, Watkinsville First Baptist.

Company Rating

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