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 To understand why I founded Abacus, we need to travel back in time almost two decades. I'm 27 years old, and I'm a mortgage broker sitting in a converted apartment building in Santa Monica. One of the loans I'm trying to arrange has…