# Fedway Financial LLC

Fedway Financial LLC is an Asset Manager based in Charlotte, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Charlotte, United States
- **Region:** North America
- **Address:** Waltham, MA, United States
- **Assets under management:** Undisclosed
- **Website:** fedwayfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/fedwayfinancial

## Regulatory record

- **CRD number:** 313134
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/313134

## About

Fedway Financial offers financial planning, investment management, and benefits training to the federal workforce. The firm specializes in advising federal employees and has expertise in the government's retirement and insurance benefits. Services are designed to equip clients with insight, tools, and support to achieve their financial aspirations.

## Sectors

- federal workforce

## People

- John P. Burke — Managing Director
- Michael J. O'Leary — Managing Director

## Questions

### Who runs investment decisions at Fedway Financial LLC?

Fedway Financial is managed by John P. Burke and Michael J. O'Leary, both listed as Managing Directors. They make investment decisions for the firm's clients, according to SEC filings.

### What investment types does Fedway Financial pursue?

The firm invests in private equity, real estate, and public securities. It engages in direct investments and co-investments, per its regulatory disclosures.

### What is the geographic focus of Fedway Financial's investments?

Fedway Financial focuses on the United States, with no publicly disclosed international investments.

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Last updated: 2026-08-11T15:06:42.396Z

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