A complete list of active advisors currently associated with Seren Wealth Advisors, LLC

Warmer can help you find a great advisor at Seren Wealth Advisors, LLC or one who fits your needs even better.

Seren Wealth Advisors, LLC provides advisory services to individuals (including high-net-worth clients) and small businesses, offering discretionary portfolio management, financial planning, and retirement plan consulting and education. The firm also assists clients in selecting third‑party money managers and uses an asset-aggregation portal to support financial planning. The firm’s investment process is tailored to each client’s goals, time horizon and risk tolerance, documented through investment policy statements and implemented using fundamental and technical analysis with ongoing portfolio monitoring. For employer-sponsored retirement plans it offers consulting and participant education and acknowledges a fiduciary role under ERISA for the services it provides, while participant-level advice is generally informational unless a separate engagement is made. Distinctive elements include a program of public seminars and workshops and the delivery of financial literacy workshops on behalf of other advisory firms, as well as pension consulting for plan sponsors—services that are less common among independent advisers. The brochure discloses that management holds insurance and real estate licenses (limited time involvement), does not act as custodian of client assets, and may recommend custodians and third‑party managers with related disclosures to clients.

To learn more about the advisors currently working at Seren Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.