Greenway Financial Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves individual and high‑net‑worth clients as well as employer‑sponsored retirement plans, offering discretionary portfolio management alongside both comprehensive ongoing and limited‑scope financial planning. It also provides tax preparation as a separate, fee‑for‑service offering performed by supervised firm personnel.
The investment approach is asset‑allocation driven, emphasizing diversification, the identification of broad sources of return (asset class, geographic and factor exposures), and attention to cost and tax efficiency while tailoring allocations to clients’ time horizons and human capital. For implementation the firm uses a blend of fundamental analysis and technical, cyclical and charting methods and typically manages client accounts on a discretionary basis.
Distinctive features include an ongoing subscription‑style comprehensive planning service with active implementation and monitoring alongside project engagements, and an in‑house tax preparation capability that the firm reports consumes a meaningful portion of principals’ time. The firm’s leadership holds professional credentials (CFP and an Enrolled Agent), and it also provides ERISA‑related advisory services to plans while excluding certain non‑public and illiquid assets from those engagements.
Client services
Expertise
Fee options
Fixed fees for Limited Scope Financial Planning ranging from $4,000 to $25,000; fixed fees for Investment Advisory in certain situations ranging from $5,000 to $50,000
$0 - $2,000,000: 1.00% annually $2,000,001 - $4,000,000: 0.75% annually $4,000,001 - $6,000,000: 0.50% annually $6,000,001 - $10,000,000: 0.35% annually $10,000,001+: 0.20% annually
$275 to $500 per hour, minimum fee $1,000
Account minimum: $15,000 minimum annual fee (may be reduced or waived at Advisor’s discretion) Minimum fee: $15,000 minimum annual fee, may be reduced or waived at Advisor's discretion
Main office
See officeWatertown MA
Advisors at this office
1
Most active in
California · Massachusetts · New Hampshire
Also doing business as
Greenway Financial Advisors · Greenway Financial Advisors LLC · Greenway Financial Advisors, LLC · O'leary, Dennis Michael
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Dennis O
CFP®
Boston, MA
Greenway Financial Advisors LLC
Dennis O'Leary is a CFP® with 20 years of industry experience and has been with Greenway Financial Advisors LLC since 2013. He is based in Boston, MA. Greenway Financial Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering discretionary portfolio management and both comprehensive ongoing and limited-scope financial planning. The firm’s investment approach is asset-allocation driven, focusing on diversification, cost and tax efficiency, and tailored allocations, with an in-house tax preparation service conducted by supervised personnel.
Brendan O
CFP®, Series 65
Watertown, MA
Greenway Financial Advisors LLC
Brendan O’Rourke is a CFP® professional with nine years of industry experience, currently serving at Greenway Financial Advisors LLC since 2021. His prior roles include positions at Monograph Wealth Advisors, LLC and Aurora Financial Advisors, LLC. Greenway Financial Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, providing discretionary portfolio management and financial planning services. The firm emphasizes asset-allocation driven strategies focused on diversification, cost and tax efficiency, and tailors portfolios based on clients’ time horizons and human capital.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")