Greenway Financial Planning provides clear, professional financial planning and investment management to individuals and families in Alpharetta, Cumming, Forsyth County, and surrounding North Atlanta communities. As a fiduciary CFP® firm, we offer personalized service with no asset minimums and no long-term contracts. Our approach is straightforward and focused on helping clients gain clarity and confidence with their money.
You’re busy with career, kids, and community—yet want investments and plans that honor your values and support real goals like family security, education, or giving generously.
Local families who aren’t retired yet but seek wise stewardship: goal-based investing aligned with sound principles, no asset minimums, and personalized CFP® guidance.
If debt, uncertainty, or market worries keep you up at night, we help align your finances —focusing on provision for loved ones.
Customized portfolios focused on life goals (family provision, education, debt freedom, generosity)—powered by professional tools for tracking and tax efficiency.
Monthly guidance on budgeting, taxes, insurance, and cash flow—flexible, no long-term lock-in, and tailored to help you maintain financial peace and align with your values.
If debt, uncertainty, or market worries keep you up at night, we help align your finances —Targeted advice for specific needs (e.g., major life events, tax reviews, or one-time planning questions).
Greenway Financial Planning (“GFP”) is a registered investment adviser offering advisory services in the State(s) of Georgia and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by GFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of GFP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.