We build relationships on trust and accountability and nurture them with friendly, reliable, and transparent communication. Our long history of satisfied clients speaks to our success and contributes to the Better Wealth that our community enjoys as a result.
Beyond finances, we here at Socratic Better Wealth believe that there are other areas in all our lives that benefit from wealth. Our family, our friends and neighbors, our community at large all add to the richness of our lives. To honor those contributions, we take work-life balance, social responsibility, and community support seriously.
Named Charities are not affiliated with or endorsed by LPL Financial.
2021 GIVING PROJECT
This year, Socratic Better Wealth is partnering with the Raleigh Rescue Mission. Our goal is to support their efforts to transforms lives of men, women and children experiencing homelessness by ministering to their physical, emotional and spiritual needs. Please consider joining us in supporting this incredible organization in the following ways:
2020 Giving Project
2016-19 Giving Project