Fiduciary Financial Advisor & Planner
Build Your Wealth
The next chapter of your story matters the most. Start building a solid future with expert guidance and smart strategies to take your financial potential to exactly where it needs to be.
Enjoy Your Wealth
During the final chapters of your story you should enjoy your hard-earned wealth and find comfort and pleasure in the security it provides. Make your money work wisely for you and your family.
Our Fiduciary Financial & Investment Services
Cultivate Your Wealth for Sustainable Prosperity
Wealth Management
Achieve your financial goals with a dedicated team that ensures every facet of your wealth is optimized for growth.
Financial Planning
We will assess your current situation, understand your goals and create a tailored plan covering budgeting, saving, debt management, retirement planning and more.
Investment Advisory
With personalized strategies based on your goals, risk tolerance and time horizon, we guide you in building a diversified investment portfolio.
401K Allocation Advice
Let’s develop a customized allocation strategy, considering factors such as asset allocation, fund selection and contribution rates.
Who We Serve
Tailored Solutions for Every Budget
Families
Whether you're just starting your journey or looking to secure your family's financial future, our comprehensive services are tailored to meet your unique needs.
Retirees
Let us guide you towards a worry-free retirement, where financial security and peace of mind are at the forefront of our expert advice.
Women
From wealth management to retirement planning, our personalized approach ensures that you can navigate your financial future and embrace the independence you deserve.
LGBTQ+ Community
Our commitment to diversity drives us to provide tailored financial solutions that address your specific needs and aspirations with utmost respect and inclusivity.
Business Owners
We'll work alongside you to optimize your financial position, protect your business assets, and ensure a successful future for your enterprise it continues to expand.
Why Greenway Wealth Advisory?
Fiduciary Advisory
As fiduciaries, we are legally bound to act in your best interests, eliminating any potential conflicts of interest that other advisors may have. You can rest assured that our sole focus is to secure a brighter financial future for you.
Fee-based Fiduciary Financial Advisors & Planners
Unlike commission-based advisors, our compensation is directly tied to the value we bring to your financial journey, ensuring that our recommendations are free from conflicts of interest.
Personalized Solutions
As a wealth advisory firm, we understand that every individual's financial landscape is unique, which is why we offer personalized solutions tailored to your specific needs.
Expertise and Passion for Your Financial Success
Shari Rash: Founder of Greenway Wealth Advisory
An Independent Fiduciary Financial Advisor that Makes Money Simple
After years working for financial firms, I saw many advisors doing the same old, offering canned solutions and putting their interests before their clients. I launched Greenway Wealth Advisory with the intention of being different. My mission is to make money uncomplicated.
Don’t Just Take Our Word for It
Listen to Some of Our Delighted Clients
*Testimonial disclosure found at the bottom of this page.
Find a Local Fiduciary Financial Advisor in Charleston/Mount Pleasant, SC, and Vienna, VA
If face-to-face sessions are your thing, then let's meet to work on your finances in person. Visit us in Charleston or Mount Pleasant, SC, and let's get started on your action plan.
Prefer Remote Advice?
The past couple of years have shown us that technology, in some ways, can make life a lot easier. I want you to be comfortable when we meet. I want you to feel relaxed.
I enjoy seeing your kids in the background (and you may hear mine at times!) – that’s life! At Greenway Wealth Advisory, we believe life and money should not be treated separately. So, let’s talk.
Arrange a Time To Talk
Book Your FREE Assessment
Tune In and Learn
Get to Know Our Financial Podcast
Our podcast is designed to empower listeners with valuable insights, expert interviews, and practical tips to navigate the complexities of personal finance. Join us as we explore a wide range of topics, from budgeting and saving strategies to investment opportunities and retirement planning.
From the GWA Blog
Take a Look at Our Financial Blog
