A complete list of active advisors currently associated with Better Financial Services, LLC

Warmer can help you find a great advisor at Better Financial Services, LLC or one who fits your needs even better.

Better Financial Services provides investment management and financial consulting to individuals, trusts, estates, charitable organizations and business entities, reporting approximately $110.8 million in discretionary assets across 82 client relationships. Services include discretionary portfolio construction, ongoing monitoring and rebalancing, as well as planning work covering retirement planning, sale-of-business advice, estate and trust planning, elder-care and Medicaid planning. Portfolios are managed on a discretionary basis using a range of securities available through client-selected custodians, and the firm applies both quantitative and qualitative analysis alongside modern portfolio theory and charting techniques. Clients can impose investment restrictions, and the firm also offers non-discretionary financial consulting engagements delivered on either hourly or flat-fee terms. The firm is sole‑owned and overseen by a single principal who also serves as chief compliance officer and holds a CFP credential, a structure that is less common among supported firms. It recently transitioned from state to SEC registration and—given its reported assets and client count—operates with relatively high assets per client while maintaining no formal account minimum and offering several specialty planning services that distinguish it from many peers.

To learn more about the advisors currently working at Better Financial Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Ruchi Sengar	Federal Way, WA	1
Saket Sengar	Federal Way, WA	13

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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