Our Firm

Seren Wealth Advisors is an independent Registered Investment Advisory firm.  We offer personalized, affordable financial planning and investment advisory services to individuals. 

Seren Advisors also offers financial wellness services to businesses including on-site and web-based employee financial coaching and educational seminars.

We provide easy to use technology to enable each client to assess, monitor and track their performance against identified financial goals.

As an independent firm, we are not captive to any investment firm or insurance company.  

We go above and beyond “suitability standards” by exercising our fiduciary responsibility in every engagement to provide advice and make recommendations that are in the best interest of our clients.

We take great pride in building and maintaining long-term client relationships based on honesty, integrity and performance.