Kris Dwyer, CFP®, CDFA

Kris Dwyer, CFP®, CDFA, is an ally and advocate for her clients. Her focus is to work in tandem with her clients to help them maximize money as a resource and know their financial lives are in order. She points to her clients as proof that creative financial planning and diligent investing can transform lives and generations. Many of Kris’s clients have depended on her financial savvy and uncommon wisdom for decades.

Managing wealth tends to become more complex and time-consuming as years pass. Designing strategies to manage wealth according to life’s priorities is difficult, but very do-able. In Kris’s words, “My goal is to help my clients create a well-tended financial life so they can focus on the people and experiences that are most important to them.”

Kris has been a member of the LongView team for over 30 years. She holds a B.S. from Georgia Tech (1981, Business Administration) and a Master’s degree from Georgia State University (1986, MBA, Finance).

Kris and her husband John, along with their college-age children, Grace and Jack, have deep roots in Atlanta. They are involved in community efforts such as neighborhood preservation, church leadership, and supporting arts organizations. All four Dwyers love travel, weekends at the lake, tailgating, and cooking for friends and family.

Recent Blog Posts:

LongView: Fiduciary Before Fiduciary Was Cool     March, 14 2017

What’s Your Money Story?        June 13, 2016


Check the background of this firm and investment professional(s) on FINRA’s BrokerCheck.

Copyright © 2022
Longview Wealth Management