A BETTER WAY FINANCIAL, LLC

Overview

A Better Way Financial, LLC is an independent, individual-owned RIA organized as an LLC and registered with the SEC in 2026. The firm serves primarily individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. It also operates as an insurance broker and charges clients either a percentage of assets under management or fixed fees. The firm identifies itself as a capital allocator, sourcing external managers rather than serving strictly as an in‑house asset manager. It does not describe itself as an active ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices