Wealthway Financial Advisors

Wealthway Financial Advisors provides comprehensive financial planning and discretionary investment management to individuals, families, trusts, estates, charitable organizations and select corporate and retirement plan clients. The firm typically begins engagements by documenting clients’ goals and values, prepares written investment policy statements, and coordinates with outside legal, tax and risk advisors while providing recordkeeping and reporting services.

Wealthway employs a manager-of-managers approach informed by Modern Portfolio Theory, using asset-allocation optimization tools to construct diversified portfolios across mutual funds, ETFs and separately managed accounts with a primary emphasis on long-term holdings and periodic rebalancing. Accounts are reviewed at least quarterly, with written performance reporting and consideration of tax-management opportunities when appropriate, although the firm notes tax management plays a secondary role to investment performance.

The firm is a long-established, small advisory team — formed in 1995 and currently operating with two advisors managing roughly $245 million for about 167 client relationships — a concentration that produces a comparatively high assets‑per‑advisor level versus many peers. Wealthway requires clients to use Charles Schwab for custody and execution, manages accounts on a discretionary basis, and does not accept performance‑based fees or participate in wrap fee programs.