FEDWAY FINANCIAL LLC

Overview

Fedway Financial LLC operates as a small independent registered investment adviser focused on individuals and families. The firm combines fee-based portfolio management with financial planning and educational outreach, and also conducts insurance brokerage and other financial product sales. Investment activity shows a clear preference for equity exposure, executed primarily through exchange-traded vehicles. Services appear tailored to straightforward wealth management needs for retail clients and small-business owners rather than institutional or pension consulting work. The business model mixes percentage-of-AUM and fixed-fee arrangements, which suits a client base that needs both ongoing portfolio oversight and one-off planning engagements. Given the firm’s offering of educational seminars and workshops, a portion of its client engagement appears to emphasize client education and planning as much as pure investment management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices