Welcome to GreenWay!
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There are thousands of financial institutions out there, so the fact that you've stopped by says a lot.

At GreenWay Financial Group, we offer personalized wealth management for families and individuals, with financial solutions to help you protect and preserve what you've worked so hard to earn. Whether you're a mid-career professional, entrepreneur, doctor, retiree or anyone in between, you deserve an experienced team you can trust to guide you along your financial path.  

Take some time to browse our site to learn more about us, and feel free to contact us anytime for a free consultation.
We're glad you're here.

Our Financial Solutions are Custom-Tailored...to You.

At GreenWay Financial Group we help you develop a customized financial plan.  We'll walk you through a 3-step process that will help to make you feel confident in your decisions.  Once your goals have been established, we'll then customize appropriate strategies to suit your vision and objectives.  We're dedicated to helping you execute a sound financial program by combining unique and time-tested investment strategies with world class products and services.  For additional details click on any of the sections below. 

Financial Planning

Learn about our comprehensive financial planning for every life stage.
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Estate Planning

Leave a legacy of financial security and peace of mind for your loved ones. 
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Retirement Planning

You can never start too early to plan for retirement. Learn how we can help.
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IRA Solutions

Get more from your retirement account with tax-friendly solutions.
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Tax Planning

Protect your assets, and keep more of the money you've worked hard to earn.
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    ​For a free analysis of your current financial plan, contact us today!

Outside-the-Box Thinking to Counter the Volatile Markets

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If the major university endowments have taught us anything about investing, it's about the importance of thinking creatively, particularly if you want to protect your assets during times of high market volatility.  So we, in partnership with Wealth Strategies Advisory Group, are using what we've learned to offer qualified investors a unique opportunity inspired by one the nation's most successful university endowments.
                                                                 
                                             Click Here to Learn About The Household Endowment Model®.
To learn about our full menu of financial solutions, ​please visit our Services page.

Our Mission
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.  We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
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Save. Invest. Grow. That's our motto. It's simple really; when you save you have more to invest, when you have more to invest you have the potential to grow your finances.  It is a three step formula we can help you implement through various financial methods tailored to your specific needs. Contact us today to learn how we can help you.
​Complete the form above or call us today for more information.
(800)750-7581