Better Things Financial Partners LLC

Overview

Better Things Financial Partners LLC is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with insurance brokerage services. Its reported portfolio posture is equity‑tilted: exchange‑traded equities are the dominant holding type, and the firm uses both fee‑based AUM charges and fixed fees for client relationships. The adviser is not designated as an active ESG investor and is not operating as a multi‑state adviser. Investment activity centers on publicly traded equity exposures supplemented by mutual funds and select alternative allocations. Given the asset mix and client base, the firm appears to pursue a core equity orientation for client portfolios while allocating a portion of client capital to non‑equity strategies such as real estate, commodities and energy-related (oil & gas) investments where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices