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

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

Greenway Wealth Advisors provides investment management, comprehensive and hourly financial planning, and employee benefit plan consulting to individuals (including both high‑net‑worth and non‑HNW clients), as well as pension plans, charitable organizations and businesses. The firm manages about $184 million across roughly 170 client relationships through a four‑advisor team and also offers services for held‑away accounts such as 401(k)s, 529 plans and variable annuities. The firm primarily follows a passive investment approach, building portfolios from index mutual funds and ETFs, developing individualized investment policy statements, and engaging outside managers when appropriate, while overseeing accounts on a discretionary basis and conducting periodic reviews. Greenway discloses use of AI tools to support research and plan design but indicates a human‑in‑the‑loop review process to verify AI outputs before they influence client advice. Distinctive features include a recent transition from sole ownership to a multi‑partner structure, with minority equity interests added while the founder retains majority ownership, and a hybrid service model that accommodates clients below the firm’s traditional asset threshold and transitions accounts as assets grow. The firm also documents discretionary rebalancing for held‑away assets via an order management system and states a policy of executing client trades on an individual basis rather than aggregating block trades, practices that differ from many peers.

To learn more about the advisors currently working at Greenway Wealth Advisors, 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.