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
The Art Of Letting Go: Part One

The Art of Letting Go: Part One

There are a lot of factors to consider when making big financial decisions, like going car-free for an entire year.
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Work! What’s It Good For? Absolutely Everything.

Work! What’s It Good For? Absolutely Everything.

There are a number of benefits to working during our adolescent years.
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Meet Our Team
Neela Hummel

Neela Hummel

Financial Advisor

The reason I got into this profession My entrepreneur father experienced massive career success when I was growing up. In the 1970’s, he created and sold several large companies, netting a fortune. Due to some misguided financial advice and an unfortunate sequence of events, one of his subsequent companies was…

Read more