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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- FocusFusion +more
- Established Date
- 03-26-2021
- Office Locations
- 1
Office Locations
About Better Tomorrow Financial
Better Tomorrow Financial is a fee-only, fiduciary RIA providing comprehensive financial planning and investment recommendations focused on minimizing fees and taxes. It serves clients nationwide via 100% web-based meetings (with in-person availability in the greater Seattle area) and flexible scheduling. Planning covers retirement/early retirement, benefits (401(k), HSAs), insurance and estate planning, and small-business needs; portfolios are primarily ETF-based and custodied at Altruist.
Team overview
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Investment Themes
Investment Vehicles
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Owner & Executives
WARD LYNN WILLIAMS
Financial Advisor, General Partner, Owner
- CRD
- #5770820
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $549,177,155 | 40.2% |
| Cash | $816,935,171 | 59.8% |
| Total | $1,366,112,326 | 100.0% |