How does the advisor help clients – Key Takeaways:
GREENWAY FINANCIAL, LLC is a trusted financial advisory firm that provides expert guidance and personalized solutions to help clients achieve their financial goals. The company specializes in providing comprehensive financial planning and investment management services to individuals and families.
- The advisor uses a holistic approach to financial planning, taking into account clients’ current financial situation, future goals, and risk tolerance to create a customized plan.
- They offer a wide range of financial services including retirement planning, investment management, tax planning, estate planning, and more.
- The firm prides itself on its transparency and open communication with clients, ensuring that they are fully informed and involved in the decision-making process.
Facts and Insights
GREENWAY FINANCIAL, LLC has been in business for over 10 years and has a team of experienced and knowledgeable advisors who are dedicated to helping clients achieve financial success. The firm has a deep understanding of market trends and economic conditions, allowing them to provide valuable insights and make informed investment decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 10 years |
Financial Services Offered
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Education planning
- Insurance planning
- Business planning
- And more…
Client Types
GREENWAY FINANCIAL, LLC serves a diverse range of clients including high net worth individuals, families, and business owners. They also work with clients in different stages of life, from young professionals just starting their careers to retirees looking to preserve and manage their wealth.
Fees & Compensation
The firm’s fee structure is based on a percentage of assets under management, providing an incentive for the advisor to grow clients’ portfolios. They also offer a flat fee option for financial planning services. GREENWAY FINANCIAL, LLC prides itself on its transparent fee structure and does not receive any commission or third-party compensation for investment recommendations.
Background
The team at GREENWAY FINANCIAL, LLC has a combined experience of over 50 years in the financial industry. They are highly qualified and hold various designations and certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Private Wealth Advisor (CPWA). The firm also places a strong emphasis on continuing education and staying up-to-date with industry changes and developments.
Financial Advisor Disclosures to Know
GREENWAY FINANCIAL, LLC has a clean record with no disciplinary actions or sanctions from regulatory bodies. This information can be verified by visiting the Securities and Exchange Commission (SEC) and Financial Industry Regulatory Authority (FINRA) websites.