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
V. Conley Perry
CFP®, ChFC®, APMA®
Certified Financial Planner™ Practitioner
Private Wealth Advisor
Managing Partner
Andy Lipson, CFP®
Certified Financial Planner™ Practitioner
Private Wealth Advisor
Independent Practice Owner
Murat Kaptanoglu, CFP®, CRPC®
Certified Financial Planner™ Practitioner
Private Wealth Advisor
Independent Practice Owner
