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- Custodian
- Fidelity/NFS ยท JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-11-2013
- Office Locations
- 2
Office Locations
About Greenway Financial Advisors LLC
Greenway Financial Advisors LLC is a fee-only, fiduciary RIA based in Burlington, MA, serving individuals and families nearing or in retirement. The firm provides retirement-focused financial planning, tax-aware portfolio management, and tax planning/preparation through CFP professionals, including an Enrolled Agent. Offers comprehensive wealth management or limited-scope strategy sessions, with meetings in person or virtually.
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Owner & Executives
Brendan Douglas O'Rourke
Chief Compliance Officer, Financial Advisor, General Partner, PRINCIPAL
- CRD
- #6635708
- Ownership
- 75% or more
DENNIS MICHAEL O'LEARY
Owner, PRINCIPAL
- CRD
- #5067051
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $107,101,866 | -- |
| Non-Discretionary | $0 | -- |
| Total | $107,101,866 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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