A complete list of active advisors currently associated with Greenway Financial, LLC

Warmer can help you find a great advisor at Greenway Financial, LLC or one who fits your needs even better.

Greenway Financial, LLC serves individuals — including high net worth clients — as well as pension and profit‑sharing plans, providing financial planning, discretionary portfolio management, and ERISA non‑fiduciary retirement‑plan consulting. The firm manages roughly $151 million on behalf of about 239 clients and is supported by three advisors. The firm’s investment approach is built on asset allocation and includes two primary portfolio types: ETF/mutual‑fund models and a concentrated stock portfolio of 20–40 names that may include small‑cap equities. Managers rebalance portfolios as needed, monitor the stock portfolio daily, and use third‑party platforms and subadvisors (SEI Investments Management) while employing mutual funds, ETFs, leveraged/inverse funds, REITs and other alternative investments as appropriate. Noteworthy distinctions disclosed in the brochure include the principals’ outside business activities — they act as independent insurance agents and one principal is a CPA partner offering tax preparation through an affiliated accounting practice — which create separate compensation streams and potential conflicts of interest. The firm is not affiliated with a broker‑dealer, recommends Schwab and Fidelity as custodians (and receives certain non‑economic support from Schwab), does not vote client proxies, and limits ERISA fiduciary services to Section 3(21) offerings.

To learn more about the advisors currently working at Greenway Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.