Nick Foy, CFP® Greenway Wealth Advisors, LLC

Contact this advisor

About Nick Foy, CFP®

Nick Foy is the founder of Greenway Wealth Advisors, an independent financial advisory firm located in Charlotte, NC.

Greenway helps generous people improve their margin so they have more time and more money to pursue what’s most important to them.

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.

Contact this advisor

Ideal Clients

  • Christian Faith Based
  • Coronavirus Relief
  • Gen X
  • Medical Professionals
  • Self-Employed Individuals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee

Fee Options

  • $165/month + 0.60% of AUM
  • 1% of AUM if AUM is +$500k


SEC Records