A Better Way Financial, LLC logo

A Better Way Financial, LLC

Updated today

Client AUM

$108,964,358

Clients

354

Advisors

5

of 10 employees

About

A Better Way Financial advises individuals (including high‑net‑worth clients), business entities, and charities and manages roughly $109 million for several hundred client relationships. The firm provides ongoing financial planning and consulting (including routine tax‑preparation support and access to third‑party online estate‑planning tools), discretionary portfolio management, and, for eligible accredited investors, access to hedge fund investments.

The firm builds client relationships around tailored written financial plans and Investment Policy Statements, taking discretionary authority to implement portfolios and conducting account reviews at least quarterly with an annual formal review. Implementation may include sub‑advisors, held‑away assets and cash allocation, and the use of fundamental and technical analysis as part of its investment process.

Noteworthy distinctions disclosed in the firm brochure include principals’ material involvement in affiliated insurance businesses — they are licensed insurance agents who may receive commissions and devote substantial time to those activities — a conflict the firm discloses and says it mitigates through procedures and fiduciary obligations. The firm also disclosed recent material changes (including an update for SEC registration and fee disclosures), offers notarization support for estate documents through its third‑party tools, and requires use of particular custodians and sub‑advisors for trade execution and fee processing.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Retirement income strategy Income planning Tax-loss harvesting

Occupation focus

Founder/Business Owner Retired

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Fee options

Fixed

Fixed fees for ongoing financial planning services from $500 to $2,399 annually

Percentage

$0 - $500,000: 1.50% annually $500,000.01 - $1,000,000: 1.25% annually $1,000,000.01 - $1,500,000: 1.00% annually $1,500,000.01 - $2,000,000: 0.85% annually $2,000,000.01+: 0.75% annually

Commissions

Investment advisor representatives may receive commissions from insurance product sales separately as licensed insurance agents

Other

Account minimum: $500,000 (may be lowered or waived at firm's discretion) Minimum fee: Fixed fee for ongoing financial planning ranges from $500 to $2,399 per year, billed semi-annually Fee-only: Advisory fees charged as tiered percentage of assets under management; fixed fees for ongoing financial planning

Main office

6357 Airport Road

Allentown PA 18109

Advisors at this office

5

Most active in

New Jersey · Pennsylvania

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Corey F

Series 65

Allentown, PA

A Better Way Financial, LLC

Corey Frost is a financial advisor at A Better Way Financial, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining the firm, he worked at SEI Investments Company from 2018 to 2025 and was a full-time student from 2016 to 2018. A Better Way Financial serves individuals, business entities, and charities, managing approximately $109 million across several hundred client relationships. The firm offers financial planning, discretionary portfolio management, and access to hedge fund investments for eligible clients, using tailored plans and regular account reviews as part of its investment process.

Retirement income strategy Income planning Tax-loss harvesting Founder/Business Owner Retired
user avatar

Alison H

Series 63, Series 66

Allentown, PA

A Better Way Financial, LLC

Alison Howells is a financial advisor at A Better Way Financial, LLC with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial LLC and Santander Securities, LLC. Outside of financial advising, she owns Howells Industries LLC, which is a non-investment-related business. A Better Way Financial serves individuals, business entities, and charities, managing approximately $109 million across several hundred client relationships. The firm provides ongoing financial planning, discretionary portfolio management, and access to hedge fund investments for eligible investors, using tailored written plans and Investment Policy Statements as a framework for portfolio implementation and review.

Retirement income strategy Income planning Tax-loss harvesting Founder/Business Owner Retired
user avatar

Frank G

Series 63, Series 65

Allentown, PA

A Better Way Financial, LLC

Frank Guida is a financial advisor with A Better Way Financial, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His work history includes roles at ABWI, LLC, American Retirement Institute, Sheeran Cole, PB Vandross, and Retirement Wealth Advisors, Inc. Outside of his advisory work, he hosts a financial topics radio show and is an author who donates proceeds from his writings to charity. A Better Way Financial provides investment advice and ongoing financial planning to individuals, business entities, and charities. The firm offers discretionary portfolio management and detailed financial plans, incorporating tax preparation support and estate-planning tools, while developing client-specific strategies that include regular monitoring and reviews.

Retirement income strategy Income planning Tax-loss harvesting Founder/Business Owner Retired
user avatar

Frank G

Series 65

Allentown, PA

A Better Way Financial, LLC

Frank Guida Jr. is a financial advisor at A Better Way Financial, LLC in Allentown, PA, holding a Series 65 designation with five years of industry experience. He is also involved in fixed insurance sales as an insurance agent and hosts a monthly radio show discussing financial topics. Additionally, he authors books and articles related to finance. A Better Way Financial advises individuals—including high-net-worth clients—business entities, and charities, managing approximately $109 million across several hundred client relationships. The firm offers comprehensive financial planning, discretionary portfolio management, and access to hedge fund investments for eligible investors, emphasizing tailored financial plans and regular account reviews.

Retirement income strategy Income planning Tax-loss harvesting Founder/Business Owner Retired
user avatar

Noah W

Series 65

Allentown, PA

A Better Way Financial, LLC

Noah Williams is a financial advisor at A Better Way Financial, LLC with five years of industry experience. He holds a Series 65 designation and has worked with several related entities including ABWI, LLC, where he is also a licensed insurance agent. A Better Way Financial provides investment advice and financial planning services to individuals, business entities, and charities, offering discretionary portfolio management and written plans that include tax preparation support and estate-planning tools. The firm employs client-specific strategies, ongoing monitoring, and may utilize sub-advisors to manage assets.

Retirement income strategy Income planning Tax-loss harvesting Founder/Business Owner Retired
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