GREENWAY FINANCIAL ADVISORS LLC

Overview

Greenway Financial Advisors LLC is an independent registered investment adviser operating as a Limited Liability Company and owned by an individual. The firm focuses on serving individual and family clients with a mix of financial planning and discretionary portfolio management for individuals and small businesses. Its advisory services also list pension consulting services as part of the offering set. Investment activity is centered on pooled public funds and mutual funds held through separate account wrappers, with a smaller allocation to third‑party real estate strategies. Fee arrangements are flexible and include percentage of AUM, hourly charges and fixed fees, which supports both ongoing wealth management relationships and project-based planning engagements. The firm does not identify itself as an active ESG investor and does not act as a broad capital allocator to multiple alternative managers.

Assets & Accounts

Public Holdings

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Location & Offices