We help generous people increase their margin so they have more time and more money to pursue what's most important to them. Greenway integrates the science of modern investing and smart financial planning to provide our clients the best chance of success. We use state-of-the-art technology to provide our clients complete clarity about their finances, helping them implement great ideas that have been around for generations.
Some matter, and others are just an excuse to add another comma to a LinkedIn profile. We partner with the experts that you actually need, and help to prevent you from being sold something by someone you don't. Our first step is to better understand how we can help you. We'll spend our introductory meeting getting to know you and learning how we can best add value to your financial life.
Some matter, and others are just an excuse to add another comma to a LinkedIn profile. We partner with the experts that you actually need, and help to prevent you from being sold something by someone you don't. Our first step is to better understand how we can help you. We'll spend our introductory meeting getting to know you and learning how we can best add value to your financial life.
Services
Stretching through the heart of Charlotte, the Little Sugar Creek Greenway has become a hub of activity, providing urban residents with easy access to a natural landscape. In 2011, when Nick's son Theo was born, he spent his first three months in the NICU at Levine Children's Hospital, which sits adjacent to the greenway.
According to the CFP Board's 2012 Household Financial Survey: "Not only do those with a financial plan feel more confident about their finances - they also report more success, including saving a higher percentage of their income and building greater wealth than non-planners." How much do you need to save, and in what type(s) of account(s)?
Nick Foy is the founder of Greenway Wealth Advisors, an independent financial advisory firm located in Charlotte, NC. Nick's passion is helping people use money as a tool to maximize their impact on their family, their community, and the world. He started his career in finance at Vanguard in 2007, where he learned the most important foundational money management and time-tested investing principles.
She spends her time making sure our clients are well cared for. She was drawn to the company by the opportunity to have an impact on people in a very tangible way. Prior to Greenway, Allie was an elementary school teacher at a Title I school since 2013 where she learned a lot about people and the challenges that finances can create.
Jeff was drawn to personal finance as a vehicle to empower people, and he enjoys helping lift the weight of financial burden so clients can pursue what's most meaningful to them. He began his journey in finance at Vanguard in 2015 where he learned the foundations of investing principles and walked alongside clients as they worked towards their goals.
Reviews
Be the first to review Greenway Wealth Advisors.
Write a Review
