Securities are offered through LPL Financial. Member FINRA/SIPC. Socratic Better Wealth is an other business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial...
At Socratic Better Wealth, 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 time-tested method for investment advising and asset management.