Greenway Wealth Advisors, LLC

Greenway Wealth Advisors, LLC is a Financial planner in Charlotte, NC. The firm provides fee‑only financial planning and investment management for high‑impact professionals and active retirees who seek financial independence. Services include comprehensive wealth blueprints, integrated tax‑strategy design, estate‑plan coordination, cash‑flow and compensation planning, investment consolidation, and a real‑time client portal called Greenway 360. The team’s expertise spans CFP® and CFA® credentials, and they serve clients throughout the Charlotte metropolitan area. With a perfect 5.00 rating from 19 reviews, the practice is recognized for delivering transparent, all‑in‑one wealth solutions.

Founded to address the fragmented advisory experience of high‑earning families, Greenway Wealth operates as a “Personal CFO” team rather than a single advisor. Clients gain secure, anytime access to their accounts via an online portal, while the firm handles portfolio management, tax preparation coordination, insurance review, and estate‑plan implementation for a single transparent fee. The firm’s staff includes CFP® professionals, CFA® charterholders, and client‑experience specialists, all dedicated to turning complex financial situations into clear, actionable plans. Founder Nick Foy, a former Vanguard institutional investor and CFP® since 2010, leads the firm’s vision of integrated wealth management.

The office is located at 1920 Abbott Street, Suite 300 in Charlotte’s South End. It sits just a short walk from South Tryon Street and West Boulevard, both about 0.1 mile away, and is within 0.2 mile of the Common Market, Wilmore Centennial Park, and Wilmore School.

Customers consistently note a solid reputation among those the firm has served, reflecting confidence in its comprehensive, client‑focused approach.

That reputation, combined with a full‑service personal CFO model, makes Greenway Wealth Advisors a trusted financial planner for Charlotte’s discerning professionals.

Services:

• Cash Flow & Compensation Design
• Estate Plan Coordination
• Integrated Wealth Management
• Investment Consolidation & Optimization
• Sophisticated Financial Planning