Fee-only fiduciary · CFP® & CPA · Pikesville, Maryland
Financial Planning in Maryland
– What does that even mean? Do I even need it?
We specialize in working with immigrants, families and business owners in their 30s and 40s in Maryland. No assets, no problem — we work with families and individuals who want to build their wealth in the most efficient way. Start with what financial planning actually is.
Problems & solutions
Here are sample problems and solutions we bring to the table:
Potential problemLack of confidence in financial future or future financial security.
Solution we offerWe can review your current financial plan or prepare a new financial plan to bring more clarity and confidence in your financial future.
Potential problemYou may not know that you can do more with your money than you thought possible.
Solution we offerWe can provide analysis of various financial scenarios and bring more choices and clarity.
Potential problemYou may not know how much to save and what is the most effective way to save for retirement, kids college, house, vacation, etc.
Solution we offerWe can provide analysis of various financial scenarios and bring more choices and clarity.
Fee-only fiduciary
A financial planner in Pikesville, working across Maryland
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 on being fee-only financial advisors and fiduciaries in every client relationship. We advise on your entire financial picture, coordinating investment, retirement, individual tax planning and business tax planning in every aspect of your life.
Our main office is at 806 Reisterstown Rd in Pikesville, minutes from Baltimore, with a satellite office in Crofton. Meetings happen in person or online, whichever suits you — see what we charge and who you will be working with.
Certifications:
What we offer
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.
We use the latest technology to manage your assets
Technology and TAMPs
Asset-Map
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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