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Ralph Lancaster Jr.

Advisor at Longview Wealth Management

Updated today

Location

Madison, GA 30650

Credentials

CFP®, Series 63

Industry experience

23 years

About

Ralph Lancaster is a CFP® with 23 years of industry experience, currently serving at LongView Wealth Management. He has worked at M. S. Howells & Co. since 2023 and has been with LongView Wealth Management since 2015. He also has experience as an independent insurance agent. LongView Wealth Management serves individuals, pension and profit-sharing plans, and business clients, offering portfolio management, financial planning, and specialized services such as divorce financial consulting. The firm uses a combination of economic, fundamental, and technical analysis and employs various investment vehicles through both discretionary and non-discretionary programs.

Client services

Based on Longview Wealth Management

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Longview Wealth Management

Divorce financial planning Cash flow / budgeting College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fee for asset allocation services up to $15,000; divorcing planning retainer generally $2,500

Percentage

$0 - $100,000: 1.75% $100,000 - $250,000: 1.50% $250,000 - $500,000: 1.25% $500,000 - $1,000,000: 1.20% $1,000,000+: 1.00%

Commissions

Commissions earned through insurance products and broker/dealer activities if clients purchase through advisory representatives in those capacities

Project-based

Divorce planning consulting hourly rates up to $400 for advisory representative services and $150 for administrative time; financial planning hourly fees up to $500 per hour

Other

Minimum fee: Minimum fees are $1,000 for inclusive planning and $500 for limited areas of concern Fee-only: Initial and/or periodic financial planning fees ranging from $1,000 to $15,000; hourly planning fees up to $500 per hour

Location

213 W Jefferson Street

Madison, GA 30650

Most active in

Georgia · Louisiana

Work history

M. S. HOWELLS & cO.

2023 - Present (3 years)

Longview Wealth Management

2015 - Present (11 years)

Cambridge Investment Research Inc

2015 - 2022 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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James H

CFP®, CFA®, PFS™, Series 63, Series 65

Greensboro, GA

Hankinson Wealth Advisors LLC

James Hankinson is a CFP®, CFA®, and PFS™ credentialed advisor with 18 years of industry experience. He is the sole advisor at Hankinson Wealth Advisors LLC in Greensboro, GA, where he has worked since 2018. Prior to that, he was with Hankinson Wealth Management, Inc. for over two decades. Hankinson also holds Series 63 and Series 65 licenses. Hankinson Wealth Advisors provides discretionary and non-discretionary wealth management services, combining ongoing financial planning and portfolio management for individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations. The firm emphasizes personalized asset allocation using mutual funds, ETFs, and individual securities, with continuous monitoring and rebalancing.

Wealth management
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Gordon L

CFP®, Series 63, Series 65

Greensboro, GA

Relativity Capital Advisors, LLC

Gordon Lackey is a CFP® professional with 22 years of experience in financial advisory services. He has worked at Relativity Capital Advisors, LLC since 2015 and previously spent over a decade at Barber Lackey Financial Group. Relativity Capital Advisors provides personalized investment advisory and financial planning services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm employs a combination of technical and fundamental analysis to manage portfolios tailored to client risk tolerance and time horizon, offering both discretionary and non-discretionary management.

Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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Dally E

Series 65

Social Circle, GA

Executive Money Managers, Inc.

Dally East is a financial advisor at Executive Money Managers, Inc. with eight years of industry experience. He holds a Series 65 designation and previously worked at Accenture, LPP from 2010 to 2016. Executive Money Managers, Inc. is a small SEC-registered advisory firm managing approximately $82 million in client assets with a three-adviser team. The firm serves individual and high-net-worth clients, charitable organizations, and business entities, employing a fundamental, value-oriented equity investment approach with regular portfolio monitoring and rebalancing.

Active portfolio management Options & derivatives strategies
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Jennifer L

Series 66

Greensboro, GA

Relativity Capital Advisors, LLC

Jennifer Lackey is a financial advisor at Relativity Capital Advisors, LLC with 17 years of industry experience. She holds the Series 66 designation and has worked at Relativity Capital Advisors since 2015, following 15 years at Barber Lackey Financial Group. Relativity Capital Advisors offers personalized investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of technical and fundamental analysis to manage portfolios through both discretionary and non-discretionary approaches, incorporating longer-term core positions and shorter-term tactical strategies.

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Benjamin E

Series 65

Social Circle, GA

Executive Money Managers, Inc.

Benjamin Eggers is a financial advisor at Executive Money Managers, Inc. in Social Circle, GA, holding a Series 65 designation with 15 years of industry experience. He has been with Executive Money Managers since 2010. Executive Money Managers, Inc. is a small SEC-registered advisory firm managing approximately $82 million in client assets through a three-adviser team. The firm serves individual and high-net-worth clients, charitable organizations, and business entities, employing a fundamental, value-oriented equity investment approach with regular portfolio monitoring and rebalancing.

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Joel G

Series 66

Madison, GA

Longview Wealth Management

Joel Greenway is a financial advisor at LongView Wealth Management in Madison, GA, with six years of industry experience. He holds a Series 66 designation and has worked at firms including Cambridge Investment Research and Bank of Madison. Outside of advisory roles, he is also an independent insurance agent. LongView Wealth Management serves individuals, pension and profit-sharing plans, and business clients with portfolio management, financial planning, and specialized services such as divorce financial consulting. The firm employs economic, fundamental, and technical analysis and offers both discretionary and non-discretionary management, utilizing mutual funds, ETFs, stocks, and bonds through multiple program structures and custodians.

Divorce financial planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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