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

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Meet Our Team
Jessica Lu

Jessica Lu

Director of Operations

The reason I got into this profession: My identity is deeply rooted in my family history. My grandparents were raised in luxury in pre-Communist China. That abruptly changed when the Japanese invaded their village during World War II. They were merely teenagers when they were subjected to the terrible realities…

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