Fedway Financial LLC

The firm provides investment advisory services primarily to individual clients, combining discretionary portfolio management with tiered, customizable financial planning across common topics such as retirement, cash flow, insurance, and estate considerations. It also conducts public seminars and workshops intended to educate attendees on personal financial planning; those seminars are described in the brochure as educational rather than individualized investment or tax advice.

Investment programs are tailored to each client’s stated objectives, time horizon, and risk tolerance and rely in part on fundamental analysis and long-term purchase strategies, with the firm authorized to trade on a discretionary basis and conducting periodic account reviews at least quarterly. Clients may impose written investment restrictions, receive regular custodian statements, and are provided performance reporting and billing transparency as described in the brochure.

A notable feature is that the firm’s principal maintains outside businesses as an independent insurance agent and mortgage loan originator and may offer insurance and loan products for separate, commission-based compensation; the brochure discloses this potential conflict and describes mitigation through disclosure and the firm’s fiduciary obligations. The firm operates as a small, solo-practitioner practice with a limited client base and modest assets under management and, per the brochure, does not vote client proxies.