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 |
|---|---|---|
Gaithersburg, MD
| 5
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")