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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

Additional Information

Nick Foy, CFP® opened Greenway Wealth Advisors in 2018 to help generous people pursue and enjoy financial independence..

Prior to starting Greenway, Nick spent more than 6 years at CAVU Wealth Advisors, where he opened the Charlotte office for the California based firm. Before CAVU, Nick was at Vanguard working with self-directed investors and small business owners assisting with retirement planning. During his time there, he completed a year-long apprenticeship in Vanguard Asset Management Services, working closely with a Senior Investment Manager from Vanguard.

In 2010, Nick earned the CERTIFIED FINANCIAL PLANNER™ designation.

Nick attended Miami University in Oxford, Ohio, where he received a B.A. in Communication. He also received a Certificate in Financial Planning with Distinction from the University of Georgia in 2009.

He's has been married to his wife Natalie since 2006, and has two children.

Nick has also enjoyed playing water polo since 1994. Currently, he is a member of the Charlotte Sharks water polo club, and a proud member of F3 Nation.

NAPFA Start Date

January 23, 2015

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

1920 Abbott St Ste 300 Charlotte, NC 28203-5194 Phone: (704) 981-1228
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