Find the Certified Financial Planner™
Who's right for you.

Michael R. Lipsey, CFP®

Longview Wealth Management

1100 Johnson Ferry Rd
Ste 320
Atlanta, GA 30342
Phone: (404) 843-3100
Fax: (404) 250-9850

Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Insurance
  • Retirement
  • Stocks & Bonds

 

How Planner Charges

Considerations: Most of my clients only pay fees. I use commissions when it is in the best interest of the client.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.