Let’s Work Together

Juan Carlos Romero

Principal & Owner

I’ve worked at a startup and a Fortune 500 company, partnered with retail investors, small businesses, and public companies, and helped create financial products and invest in new companies. Personal finance was a commonly misunderstood concept in all these scenarios, regardless of whether one was a successful entrepreneur or a great manager.

I started this firm because I identified that the need for objective financial advice extended beyond my personal circle, and helping people gain confidence in their financial decisions became my passion.

If you’re ready to take control of your finances, complete the following questionnaire for a complimentary consultation.

Better Wealth Advisory LLC is a registered investment advisor offering advisory services in the State of New York and in other jurisdictions where exempted.