BETTER FINANCIAL SERVICES, LLC

Overview

Better Financial Services, LLC is an independent registered investment advisor focused on serving individuals and families, with capacity to work with small-business clients. The firm runs a fee model that combines a percentage-of-assets arrangement with hourly consulting, and its advisory scope centers on financial planning and portfolio management rather than institutional or pension consulting. Investment activity skews toward liquid, exchange-traded instruments: the firm has a clear equity tilt and allocates the bulk of client assets to equities and ETFs while using third-party managers or vehicles for select alternative exposure in real estate-focused strategies. Manager allocation interest is modest and targeted. Better Financial Services leans on public markets for core holdings and supplements portfolios with real estate/REIT exposures and mutual funds, rather than broad allocations to private alternatives or complex hedge strategies. The firm reports no active ESG program and does not position itself as a multi-state or institutional consultant.

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Public Holdings

Investments & Alternatives

Location & Offices