Updated November 20, 2023
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Serenity Investment Advisors

Investment Advisor Firm
Total assets under management$235M
Years in business4+

About Serenity Investment Advisors

Serenity Investment Advisors is a financial advisory company founded with a deeply personal mission. The founders witnessed their friends and family struggling to find the help they needed to achieve their financial goals, which motivated them to establish a firm for educating individuals in a way that simplifies complex financial concepts.

Operating as a fiduciary, Serenity Investment Advisors understands the immense trust their clients place in them to handle their life savings. They strive daily to earn that trust by keeping the client at the forefront of all decisions and actions.

Recognizing that no strategy fits everyone, Serenity Investment Advisors takes a proactive approach to address each client's unique financial goals and objectives. They provide personalized service that focuses on understanding their clients' individual needs, wants, and long-term aspirations.

One of the core strengths of Serenity Investment Advisors lies in their team approach. They believe that seeking opinions from several sources with diverse backgrounds, education, and experience can have far-reaching benefits for their clients. This collaborative approach allows them to effectively navigate the complexities of the financial world and cater to clients with varying needs.

The team at Serenity Investment Advisors consists of Certified Financial Planner (CFP©) professionals who boast years of experience in the field of financial services. With their expertise, they can help identify and plan for current and future needs.

Whether clients want to build wealth, protect their families, or preserve assets, Serenity Investment Advisors offers personalized service tailored to each individual's requirements. From planning to execution and follow-up, they ensure that every client receives their undivided attention.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Retirement Planning
  3. Tax Optimization
  4. Wealth Building
  5. Asset Preservation

More about Serenity Investment Advisors

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
3079243

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Pricing options

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