Description of Advisory Firm Greenway Wealth Advisors, LLC is registered as an Investment Adviser with the Securities and Exchange Commission(“SEC”). We were founded in September 2017. John Nicholas Foy is the principal owner of GWA. As of April 4 2023, GWA manages $99,147,432 in discretionary assets under management and $981,675 in non-discretionary assets under management.
Types of Advisory Services Investment Management Services We are in the business of managing individually tailored investment portfolios. Our firm provides continuous advice to a client regarding the investment of client funds based on the individual needs of the client. Through personal discussions in which goals and objectives based on a client's particular circumstances are established, we develop a client's personal investment policy or an investment plan with an asset allocation target and create and manage a portfolio based on that policy and allocation targets. We may also review and discuss a client’s prior investment history, as well as family composition and background.
Account supervision is guided by the stated objectives of the client (e.g., maximum capital appreciation, growth, income, or growth and income), as well as tax considerations. Clients may impose reasonable restrictions on investing in certain securities, types of securities, or industry sectors. Fees pertaining to this service are outlined in Item 5 of this brochure.
We may offer investment advisory services through the use of third-party money managers (“Outside Managers”) for portfolio management services. We assist clients in selecting an appropriate allocation model, completing the Outside Manager’s investor profile questionnaire, interacting with the Outside Manager and reviewing the Outside Manager. Our review process and analysis of outside managers is further discussed in Item 8 of this Form ADV Part 2A. Additionally, we

will meet with the client on a periodic basis to discuss changes in their personal or financial situation, suitability, and any new or revised restrictions to be applied to the account. Fees pertaining to this service are outlined in Item 5 of this brochure.
Comprehensive Financial Planning Greenway clients receive comprehensive financial planning on an ongoing basis. Clients work with a planner to help develop and implement a financial plan. We will also monitor the plan and recommend modifications.
Together, clients and advisor(s) work on understanding their goals and values around money. The client will be required to provide information to help us analyze and develop reports and recommendations related to their: net worth, cash flow, insurance, credit scores/reports, employee benefits, retirement planning, insurance, investments, college planning and estate planning. Once the client’s information is reviewed, their plan will be built and analyzed, and then the findings, analysis and potential changes to their current situation will be reviewed with the client. Clients subscribing to this service will receive a written or an electronic report, providing the client with a detailed financial plan designed to achieve his or her stated financial goals and objectives. If a follow up meeting is required, we will meet at the client's convenience. The plan and the client’s financial situation and goals will be monitored throughout the year. We typically meet with clients on a semi-annual basis where we review their plan to ensure its accuracy and ongoing appropriateness. Any needed updates will be implemented at that time. We are available on an ongoing basis should our clients have any questions, concerns or modifications to their finances.
Held Away Account Services We provide an additional service for accounts not directly held by one of our custodian(s) (see