Nick Foy
CFP®
Greenway Wealth Advisors
Founder
Nick Foy
CFP®
Greenway Wealth Advisors
Founder
Greenway helps generous people improve their margin so they have more time and more money to pursue what’s most important to them. - Nick Foy, CFP®
Fee-Only financial planner located in Charlotte, NC, serving clients locally and across the country
Nick Foy is a Charlotte, NC fee-only financial planner. Greenway Wealth Advisors provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Nick Foy is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Nick Foy is the founder of Greenway Wealth Advisors, an independent financial advisory firm located in Charlotte, NC.
Nick's passion is helping people use money as a tool to maximize their impact on their family, their community, and the world.
He started his career in finance at Vanguard in 2007, where he learned the most important foundational money management and time-tested investing principles. In 2011, Nick left Vanguard to open the Charlotte office of CAVU Wealth Advisors, an independent advisory firm based in California.
In 2018, he formed Greenway to create a firm that served the needs of Generation X & Y clients who tend to have views on money, finances, and retirement that are very different from those of prior generations.
Nick grew up in California and has called Charlotte home since 2005. He attended Miami University in Oxford, Ohio, and completed his Certificate in Financial Planning from the University of Georgia. In 2010, Nick was awarded the prestigious CERTIFIED FINANCIAL PLANNER™ designation.
He married Natalie in 2006, and together they have two children: Theo and Nora.
Nick serves as a trustee at Mosaic Church in Charlotte, and is on the advisory board for the Dreamcatchers Society at Levine Children's Hospital where he also formerly served on the Family Advisory Council. Additionally, he spends time volunteering as a lunch buddy at Brookstone School.
In the wee hours of the morning, you can find Nick working out with the men of F3 Nation, and you might see him at the pool where he swims and plays water polo.
Nick Foy is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
ACTIONABLE ADVICE. GENERATIONAL INFLUENCE.
We help our clients make better financial decisions so they can maximize their impact.
Greenway integrates the science of modern investing and smart financial planning to provide our clients the best chance of success.
Gone are the days of product sales defining your relationship with a financial advisor. Instead, partner with someone who values what you value:
Transparency.
Efficiency.
Customized advice tailored to suit the needs of you and your family.
Money is a tool. Wield it for maximum impact.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Nick Foy is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Nick Foy is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Nick Foy is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Nick Foy
Office Locations:
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1920 Abbott St.
Ste. 300
Charlotte, NC 28203
