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 profession: I was lucky. My parents were frugal and taught me the value of a dollar early in life. My childhood friend Jennifer wasn't so fortunate—she wasn't taught that those “starter” credit cards in college were bad news. She got in the habit of…