Greenway Financial Advisors LLC
Firm details
- Headquarters
- Burlington, Massachusetts
- CRD number
- 168353
- Website
- greenwayfa.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI80.75%
- Individuals15.4%
- Pension & Profit Sharing Plans3.71%
- Corporations / Businesses0.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Greenway Financial Advisors LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on individual and family clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm uses a mix of fee models — percentage of assets under management, hourly fees, and fixed fees — and does not identify as an active ESG investor. It is state-registered in California, Massachusetts, and New Hampshire and is not positioned as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds94%
- Cash & Cash Equivalents4%
- Exchange Traded Equities2%
Contacts
2 of 2
Dennis O'leary
PrincipalCRD 5067051
Brendan O'rourke
Managing PartnerCRD 6635708
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Burlington, MA
Middlesex
Location
Burlington, MA
Headquartered in Burlington, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 2 Burlington Woods Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Charles River Wealth Management, LLC
RIABurlington, MA
Risk Paradigm Group, LLC
RIABurlington, MA
Cornerstone Financial Management LLC
RIABurlington, MA
Spring Lake Equity Gp LLC
RIABurlington, MA
Arcadia Funds
RIABurlington, MA
Nefpg
RIABurlington, MA