
You work hard for your money. You have dreams. But, you may not be sure if you are doing the right things. Having a well built financial house is essential to making those dreams a reality.
Our mission is to turn income into wealth.
As a fiduciary Financial Advisor for young families our goal is to help our clients live in today while planning for tomorrow.
Financial Advisor for Women
Financial Advisor for Women
Financial Coaching for Young Families and Millennials
Financial Coaching for Young Families and Millennials
Fee-based investment management with a focus on Retirement
You worked hard and you deserve to enjoy your retirement. We take the time to understand you and your dreams for your future and create a plan so you can retire with confidence.
Fee-based investment management with a focus on Retirement
Greenway Wealth Advisory is a virtual financial planning firm that provides millennial and Gen X families the resources to turn income into wealth so they will have the freedom to live the life they want.
Your path to building a solid Financial Foundation is closer than you think. Let’s start building your financial house, on your schedule!
Our clients want to enjoy their life and have enough money to do so, but they know they need a blueprint to help them get there.
Authentic Advice
Straightforward Communication
Personalized Recommendations
Why Greenway Wealth Advisory?
Not all financial advisory firms are created equal.

Fiduciary

Fee-Based

Comprehensive
Your money should not be in silos. Everything needs to work together to achieve your goals.
An independent financial advisor that makes money simple.
Greenway Wealth Advisory was created for the purpose of building confidence and clarity around money.
-Shari Rash
Founder, Greenway Wealth Advisory
Why virtual?
Why can’t working with your financial advisor be as convenient? I think it can and should be! I choose to work in a virtual capacity with my clients because let’s be honest – initially I was forced to. And, like most of you in 2020 and 2021, I had children in virtual school, clients were not comfortable meeting face-to-face and offices were closed. After a few months, I realized that I could run a much more efficient practice, be a more present mom and a better Financial Advisor to my clients in a virtual capacity. I never looked back!
Certainly, finding a day and time which works for you and your spouse is much more realistic if our meeting is on Zoom and not in my office. An office visit might entail traffic chaos, taking time off work, maybe hiring a babysitter and perhaps fighting traffic back home. 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.