Serenity Financial Consulting is now a part of Abacus Wealth Partners, a leading national provider of comprehensive financial planning, investment management and wealth management services. As a result of this merger, Serenity Financial Consulting clients will have access to a broader array of services. Alan Moore will continue to work with Abacus as our Champion of NextGen.
If you’re interested in becoming a client, please fill out the form on the right and a member of our team will contact you.
Over two decades ago, our co-founder Spencer Sherman ran into a burning building to save his client files. While we’ve now made it a policy to avoid physical danger, our devotion to our clients is unchanged. Read our story
The reason I got into this business In 1987, I earned my MBA from Wharton and began working for a large brokerage firm in Philadelphia. It was exciting to get up each morning, stride past Independence Hall, where the Constitution was adopted, and arrive at my stately corporate office. But…