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Together, we help clients strive to build Better Wealth...

Advisor Community

Socratic Better Wealth is a community of like-minded, independent business owner advisors that have come together to serve their clients under one brand. This supportive, dynamic environment and shared operational support frees up time for advisors to focus on serving their clients’ needs. Together we help clients strive to build Better Wealth.  

Brad Williams, MBA, CFP®

Certified Financial Planner™ Practitioner

Private Wealth Advisor

Managing Partner


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V. Conley Perry

CFP®, ChFC®, APMA®

Certified Financial Planner™ Practitioner

Private Wealth Advisor

Managing Partner


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Andy Lipson, CFP®

Certified Financial Planner™ Practitioner

Private Wealth Advisor

Independent Practice Owner


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Murat Kaptanoglu, CFP®, CRPC®

Certified Financial Planner™ Practitioner

Private Wealth Advisor

Independent Practice Owner


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