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Serenity Financial Consulting
is now part of Abacus Wealth Partners

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
Quick and Easy Disaster Preparedness

Quick and Easy Disaster Preparedness

Simple steps to prepare you for disaster and provide some peace of mind amidst uncertainty.
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When Bad Things Happen

When Bad Things Happen

No amount of money can replace a loved one, but it can help provide some financial security for those left to mourn and live on.
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Meet Our Team
Wende Headley

Wende Headley

Financial Advisor

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 was never taught that those “starter” credit cards in college were bad news. She got in the habit…

Read more
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