Broker Check

Advisor Community

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

Socratic Better Wealth is a community of like-minded wealth 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

Brad Williams MBA, CFP®

Certified Financial Planner™ Practitioner, Private Wealth Advisor

919-948-6211 x202

V Perry

V. Conley Perry CFP®, ChFC®, APMA®

Certified Financial Planner™ Practitioner, Private Wealth Advisor

919-948-6211 x204

Andy Lipson

Andy Lipson, CFP®

Certified Financial Planner™ Practitioner, Private Wealth Advisor

919-948-6211 x201

Murat Kaptanoglu

Murat Kaptanoglu, CFP®, CRPC®

Certified Financial Planner™ Practitioner, Private Wealth Advisor

919-948-6211 x206