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 serves individual and high‑net‑worth clients as well as employer-sponsored retirement plans, providing continuous investment management and comprehensive financial planning. The firm also offers employee benefit plan consulting and works with clients on specialized "held‑away" accounts such as workplace retirement and education assets. Investment implementation is primarily passive and asset‑class based, using low‑turnover index funds and ETFs to meet client‑specific allocation targets and written investment policies. Greenway may engage outside managers when appropriate, conducts periodic reviews and rebalancing, and meets with clients on an ongoing basis to adjust plans as circumstances change. Distinctive features include a recent transition from sole ownership to a multi‑partner structure and the firm’s ability to exercise discretionary oversight of held‑away accounts via an order management system, a capability that is less common among peers of this size. The firm also provides ERISA‑focused fiduciary consulting for employer plans and offers a hybrid engagement option for clients who do not meet its traditional asset threshold.

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.