Greenway Wealth Advisors, LLC

Greenway Wealth Advisors, LLC is a financial advisory firm founded in September 2017 by John Nicholas Foy. The firm specializes in managing individually tailored investment portfolios for clients, providing continuous advice based on clients' needs and goals. Greenway Wealth Advisors manages over $137 million in discretionary assets and offers services such as investment management, comprehensive financial planning, held away account services, and hourly financial planning. For investment management and financial planning services, the firm has a minimum account size requirement of $500,000. Fees are based on a percentage of assets under management, with rates ranging from 1.00% to 0.25% depending on the account value. The firm does not offer performance-based fees and primarily practices passive investment management. Clients have the option to work with a team of advisors, including Natalie Sylvester Foy, Jennifer Leigh Hill, and Jeffrey Brandon Emminger, who hold professional designations such as CFP (Certified Financial Planner). These advisors have educational backgrounds in business administration and financial planning, and they do not have any disciplinary history. Greenway Wealth Advisors acts as a fiduciary, ensuring that clients' best interests are prioritized. The firm does not receive compensation from third parties for advice rendered to clients and maintains transparency in its fee structure and investment strategies. Clients have the option to choose their custodian, and the firm provides regular reviews of client accounts and financial plans. Overall, Greenway Wealth Advisors offers personalized financial services with a focus on client goals and objectives, backed by a team of experienced advisors dedicated to providing comprehensive financial guidance.