We believe that there’s a better way for people to manage their finances and plan for their future that evolves from a broader interpretation of what makes each of us wealthy. We call this approach Better Wealth and it fuels our proven method for investment advising and asset management. Much like the ancient Greek teacher Socrates, our process begins by asking questions — about tangibles like assets and obligations, but also about intangibles like expectations, priorities, and future plans. Just as important, we expect our clients to ask us questions and rely on us for thoughtful answers and professional advice. This ongoing dialogue reveals each individual’s path to Better Wealth and ultimately, to financial confidence. Securities offered through LPL Financial. Member SIPC. sipc.org Investment advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Socratic Better Wealth are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Socratic Better Weal may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.