Welcome to Better U
Your trusted partner in financial growth and prosperity. We provide comprehensive financial solutions to help you build a secure future and achieve your financial goals with confidence.
Personalized Financial Strategies
Our expert advisors create customized financial plans tailored to your unique needs, helping you navigate investments, savings, and wealth management with precision and care.
Building Your Financial Future
From retirement planning to investment management, we're committed to helping you make informed decisions that lead to long-term financial success and peace of mind.
About Better U
Committed to empowering your financial journey with expert guidance and personalized solutions
Your Trusted Financial Partner in Mooresville
At Better U, we believe everyone deserves access to quality financial advice and services. Our team of experienced professionals is dedicated to helping you navigate the complexities of financial planning and investment management.
Located in the heart of Mooresville, NC, we serve clients across the region with comprehensive financial solutions tailored to individual needs and goals. Our approach combines traditional wisdom with modern strategies to ensure your financial well-being.
Building lasting relationships through trust, transparency, and exceptional financial guidance.
- Comprehensive financial planning and investment management
- Retirement planning and wealth preservation strategies
- Personalized advice tailored to your unique financial goals and risk tolerance
Our mission is to provide you with the knowledge and tools needed to make informed financial decisions, ensuring a secure and prosperous future for you and your family.
Expert Guidance
Our certified financial advisors bring years of experience and expertise to help you make sound financial decisions
Personalized Solutions
We create customized financial strategies that align with your unique goals, timeline, and risk tolerance
Local Presence
As your Mooresville neighbors, we understand local economic factors and provide relevant, community-focused advice
Satisfied Clients
Years Experience
Million Assets Managed
Professional Certifications
Our Services
Comprehensive financial solutions designed to help you achieve your goals and secure your future
Investment Management
Strategic portfolio management and investment advice tailored to your financial objectives and risk profile for optimal growth.
Retirement Planning
Comprehensive retirement strategies including 401(k) management, IRA planning, and income distribution strategies for your golden years.
Risk Management
Insurance and protection strategies to safeguard your assets and provide financial security for you and your loved ones.
Estate Planning
Preserve and transfer your wealth according to your wishes with comprehensive estate and legacy planning services.
Tax Planning
Strategic tax minimization strategies and planning to help you keep more of your hard-earned money while staying compliant.
Financial Education
Empowering you with financial knowledge through workshops, seminars, and one-on-one coaching sessions.
Our Team
Meet our experienced financial professionals dedicated to your success
Michael Reynolds
Chief Financial Advisor
Sarah Chen
Investment Strategist
David Rodriguez
Retirement Planning SpecialistFinancial Questions
Common questions about our financial services and how we can help you
What types of financial services do you offer?
We provide comprehensive financial services including investment management, retirement planning, estate planning, tax strategies, risk management, and financial education to help you achieve all your financial goals.
How do you charge for your financial services?
We offer transparent fee structures including asset-based fees, hourly consulting, and fixed project fees. During our initial consultation, we'll explain all costs upfront so you can make an informed decision with no surprises.
Do I need a certain net worth to work with Better U?
We serve clients at various financial stages. Whether you're just starting to build wealth or managing significant assets, we have solutions tailored to your specific needs and financial situation.
How often will we meet to review my financial plan?
We typically schedule quarterly reviews, but frequency can be adjusted based on your needs and preferences. We're always available for urgent matters and provide regular updates on your portfolio performance.
What makes Better U different from other financial advisors?
Our personalized approach, local presence in Mooresville, and commitment to education set us apart. We focus on building long-term relationships and providing comprehensive solutions that evolve with your life changes and financial goals.