A complete list of active advisors currently associated with Serene Financial Solutions

Warmer can help you find a great advisor at Serene Financial Solutions or one who fits your needs even better.

Serene Financial Solutions advises individuals, families, and small-business owners, including entrepreneurs, and provides portfolio management, comprehensive financial planning, financial consulting, educational seminars and workshops, and tax preparation services. The firm offers both discretionary and non‑discretionary portfolio management alongside stand‑alone and integrated tax compliance and preparation services delivered by enrolled agents. The firm’s investment approach blends passive and active management within a Modern Portfolio Theory framework, using a core‑satellite structure, global diversification, monthly account reviews, and rebalancing on a three‑ to twelve‑month cadence. Serene requires a written financial plan prior to providing portfolio management and manages clients’ taxable and retirement accounts on an aggregate basis to address tax efficiency. Compared with many independent advisers, Serene is notable for operating a tax preparation practice staffed by enrolled agents and for regularly delivering educational seminars and workshops, services that are uncommon among peers. The firm also routinely serves small‑business clients with business accounting, payroll, and succession planning support and generally does not rely on percentage‑of‑assets‑under‑management billing, instead using fixed, monthly, hourly, and stand‑alone fee arrangements.

To learn more about the advisors currently working at Serene Financial Solutions, 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.

Name	Location	Years of experience
Mary Thomas Spruill	Gaithersburg, MD	6

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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