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

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

Serenity Wealth Advisors provides financial planning and employee benefit plan services to individuals, high‑net‑worth clients, corporations, and employer plan sponsors. Its advisory offerings include comprehensive and project-based financial plans, retirement and tax planning coordination, business planning, and participant education for defined contribution plans. The firm describes a primarily passive investment approach that builds portfolios from index mutual funds and exchange‑traded funds to favor low internal costs, limited turnover, and tax efficiency, while also referencing fundamental, technical, cyclical and charting analysis as part of its research toolkit. For planning engagements it offers ongoing subscription-style services, fixed-fee projects and hourly consultations, with periodic monitoring and annual plan reviews. Notably, the firm’s principal also owns and operates Ameritax Accounting and Finance Inc., a separate accounting and tax preparation practice that the brochure states consumes roughly half of his time and is disclosed as a distinct activity. Also uncommon for firms in this category, Serenity emphasizes non–asset‑based fees (hourly, fixed and subscription arrangements), discloses that it does not employ percentage‑of‑AUM fees, and states it no longer provides traditional investment management services.

To learn more about the advisors currently working at Serenity 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.