A complete list of active advisors currently associated with BetterWealth LLC

Warmer can help you find a great advisor at BetterWealth LLC or one who fits your needs even better.

BetterWealth serves individuals and high‑net‑worth clients as well as trusts, estates, pension and profit‑sharing plans, and corporate entities, providing ongoing wealth management that combines asset management with integrated financial planning. The firm also offers sub‑advisory recommendations, legacy retirement‑plan monitoring on a limited basis, and assistance managing held‑away accounts (such as 401(k)s and HSAs) through a third‑party order‑management platform. As a fiduciary, BetterWealth structures diversified portfolios largely using mutual funds and ETFs, prepares investment policy statements, and monitors and rebalances accounts on at least a quarterly basis in support of clients’ multi‑year investment horizons. The firm performs due diligence on third‑party managers, tailors portfolios to client constraints, and applies tax‑efficient asset‑location and opportunistic rebalancing tools for held‑away assets via the Pontera platform. Noteworthy distinctions include the firm’s willingness to implement borrowing (margin) in separately managed accounts upon client request — an approach the brochure says the firm does not generally employ and that carries heightened risk. BetterWealth also absorbs the third‑party Pontera platform fee for held‑away accounts, manages roughly $660 million for about 373 clients with a five‑person advisory team, and discloses limited internal use of AI to summarize meeting notes with an opt‑out option for clients.

To learn more about the advisors currently working at BetterWealth 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.