Our Team
About Us
Our Offerings
Fee-Only & Fiduciary
Fee-Only & Fiduciary
We provide fee-only financial planning, investment advisory, portfolio management, retirement planning, and tax planning & preparation services to individuals, families, and small businesses.
Fee-Only & Fiduciary
Fee-Only & Fiduciary
Fee-Only & Fiduciary
As CFP® practitioners, we're held to a Fiduciary standard of care. This means we always act in the best interest of our clients.
We're also a 'fee-only' firm, meaning the only compensation we receive is directly from our clients. Our compensation is NOT contingent on the purchase or sale of a financial product.
Virtual & In-Person
Fee-Only & Fiduciary
Virtual & In-Person
We are entirely location agnostic! We work with clients in both physical & remote settings.
Contact Us
It is never too early to start crafting a plan. Tell us more about your financial priorities, and we will get you started on a path to achieve them.
Greenway Financial Advisors LLC
2 Burlington Woods Drive, Suite 100, Burlington, Massachusetts 01803, United States
Phone: 339.234.9098 Email: info@greenwayfa.com
Hours
Monday - Friday: 8am - 6pm
Saturday - Sunday: By appointment
Our Partners
Greenway Financial Advisors LLC (“GWFA”) is a registered investment advisor offering advisory services in the State(s) of Massachusetts and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by GWFA in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of GWFA, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Greenway Financial Advisors LLC