Socratic Better Wealth is a Registered Investment Adviser (RIA) that offers comprehensive financial planning and investment management. The firm operates on a fee-only and fiduciary basis, meaning it is legally obligated to act in its clients' best interests and does not earn commissions from selling financial products. Its philosophy is based on the Socratic method, focusing on asking insightful questions to deeply understand a client's values and goals to build a customized financial strategy for life and retirement.

Founded in

United States