Nick Foy (CFP®)
Nick Foy focuses in the
following client markets or areas of practice:
- College/Education Planning
- Generation X
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Special Needs Planning
- College/Education Planning
- Generation X
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Special Needs Planning
Additional Information
Nick is passionate about empowering people to use their money as a tool to make a meaningful impact on their family, community, and the world.
Nick built Greenway Wealth to solve a specific problem: high-earning professionals had incredibly complex financial lives, but the traditional advisory industry was only offering them generic, fragmented advice, or sales focused product pitches.
He serves as the visionary behind the firm’s "Personal CFO" model, designing the overarching wealth and tax strategies that convert high-velocity income into permanent independence. .
A proud graduate of Miami University, he earned his CFP® certification in 2010. Outside the office, Nick is deeply embedded in the Charlotte community. He has volunteered at Brookstone School and served on the Family Advisory Council at Levine Children’s Hospital. .
In the early morning hours, you might find him roaming the streets of Charlotte with the men of F3 Nation.
NAPFA Start Date
January 23, 2015
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