Longview Wealth Management

Investment Advisor
in Madison, GA

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About this Advisor

Joel Greenway is a financial advisor who works out of Madison, Georgia with a total of 3 years of relevant experience. Greenway is currently employed by Longview Wealth Management. Their career trajectory has included roles at Cambridge Investment Research, Bank Of Madison, Crossed Timbers Harvesting, Inc, Longview Wealth Management and M. S. Howells & Co. Greenway has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Georgia. Longview Wealth Management is a registered investment firm that has its headquarters in Atlanta, GA. It has offices in two locations and a total of 26 financial advisors. It manages $880 million in total assets across its 2,944 client accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 2,944 client accounts, 21% are associated with high-net-worth clients who have more than $1 million in investable assets. Longview Wealth Management provides a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors vary depending on the type of financial services provided. Fees billed by Longview Wealth Management likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

153 West Washington Street
Madison, GA 30650

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Longview Wealth Management Brokerage Details

Total Assets Under Management


GA Average: $3,570,121,308
Total Number of Employees


GA Average: 58
Total Number of Accounts


GA Average: 1,608
Average Account Size


GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Joel Greenway Work History

Joel has been registered as a financial advisor for 3 years.*

2023 - Present (0 year)

M. S. Howells & Co

2020 - Present (3 years)

Longview Wealth Management

2019 - 2022 (3 years)

Cambridge Investment Research

2019 - 2022 (3 years)

Cambridge Investment Research

2016 - 2019 (3 years)

Bank Of Madison

2011 - 2016 (5 years)

Crossed Timbers Harvesting, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Joel Greenway to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Longview Wealth Management

Spencer Garrett
Richmond, VA
Samuel Wishneff
Atlanta, GA
Sara Mcintosh
Atlanta, GA
Sarah Clayton
Columbus, GA
Nathan Wilinski
Atlanta, GA
Joel Greenway
Madison, GA
Douglas Stefanini
Atlanta, GA
Jessica Engebretsen
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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