Serenity Financial Consulting
is now part of Abacus Wealth Partners
alan-moore

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.

To learn more, please read our press release announcing the merger or contact us.

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.

Tell us about yourself

I need someone to answer my financial questions

Your dedicated Abacus financial planner can advise you on budgeting, insurance, home ownership, college savings, retirement planning and more. Learn more

I have sophisticated wealth management needs

Our signature service addresses every aspect of complex financial situations, including intergenerational wealth transfer, philanthropy, real estate, concentrated stock and business ownership. Learn more

I prefer to make financial decisions on my own

Our self-study resources can teach you how to make better financial decisions and improve your relationship to money. Learn more

I need help managing my money

We pay close attention to the things we can control (risk, fees, taxes, environmental impact) so that you can stop worrying about the things you can’t (the economy, inflation, Congress, longevity). Learn more

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

From the Blog
No Kids, Mo’ Money

No Kids, Mo’ Money

If you opt to go the childless path, there are a few ways you can put that extra disposable income to good use.
Read more
Just Do It

Just Do It

If you're feeling uncertain about your finances, don't wait until you feel organized, ask for help now.
Read more
Meet Our Team
Jana Davis

Jana Davis

Financial Advisor

The reason I got into this profession: My entry into the financial planning world came more from a place of panic than a career ambition. My partner came home one day and expressed the desire for us to own a house. As one of those people labeled frugal at a…

Read more