Greenway Financial Planning, LLC

Greenway Financial Planning serves individual clients with investment management and a range of financial planning services, including one-off plans and a subscription-based comprehensive planning service. The firm also facilitates use of third‑party managers and model portfolios through platforms such as Altruist’s Model Marketplace and wrap services via Betterment.

The firm describes a mix of approaches: it primarily implements passive, low‑turnover portfolios while also citing technical and cyclical analysis as part of its investment methods and using outside managers for discretionary execution. Clients grant discretionary authority for trading, receive periodic account reviews, and may be placed on both wrap and non‑wrap structures depending on the chosen platform.

What distinguishes this firm from many peers is its very small scale—reporting one client and about $67,000 in assets under management—and its operational ties to other financial service providers: participation in Altruist’s model marketplace, use of Betterment as a sub‑advisor/clearing arrangement, and a principal who maintains an outside role with a large insurance company and as a contracted planner for another advisory firm. The brochure discloses these affiliations and the firm notes they manage potential conflicts through due diligence and monitoring of recommended outside managers.