Investment Strategies

We Make Your Money Work for You

We Provide Fee-only Financial Planning.

Educational Savings Plans

A Jump Start on Your Childs Future

We Provide Fee-only Financial Planning.

Fee-Only: This means I earn no commissions on products I sell and that my compensation only comes from you.

The CFP® Certification is recognized as the most comprehensive designation with respect to financial planning.

The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.

We, at Serenity Wealth Advisors gain a deep understanding of both your individual and your business (if applicable) objectives and design customized plans to meet those needs. Integrity and commitment to our clients always come first. We pride ourselves for being fee only financial advisors and fiduciaries in every client relationship. We advise on entire financial picture, coordinating investment, retirement, individual tax planning and business tax planning in every aspect of your life.

Professional Wealth Management

We provide financial planning services on topics such as retirement planning, risk management, college savings, cash flow, debt management, work benefits, and estate and incapacity planning.

Technology and TAMPs

We use the latest technology to manage your assets

A Better Way to Make Financial Decisions

Over 1 million people are using Asset-Map with their advisors to gain financial clarity. What’s more, we have over $400 billion financial instruments mapped in Asset-Map. Watch the video to see how we can help your clients visualize the possibilities.

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