Financial Serenity
Financial Serenity
#BeeSalty | Life, on Purpose!
Team >> Meet The Team >> Ian Powell >>

Ian Powell - Owner & CEO

About Me

Hello, I'm Ian Powell, the heart and soul behind Financial Serenity. I used to work as a Training and Development Manager at FTS International in Fort Worth, crafting projects I was passionate about. But when my son, Xaver, came into the world, I found my true calling—helping people find financial peace. I know what it feels like to be burdened by debt, but I also know the freedom that comes with sound financial management

My Values

I'm a Christian, Husband, Daddy, Business Owner, and Wealth Manager—

in that order. 


When I serve well in my professional capacity, it allows me to be a better father, husband, and community member. 


Don't worry, my commitment to being a great Wealth Manager isn't last—it's the cornerstone supporting all the roles I cherish.

Education

  • Bachelors in Business Administration from Penn West University, 2006
  • MBA from the Katz Graduate School of Business at the University of Pittsburgh, 2011

Outside the Office

When I'm not busy helping you build a better financial future, you might find me playing with Legos (both with and without my kids), or hitting the open road in my Jeep Wrangler Rubicon Unlimited—a family-friendly vehicle perfect for our adventurous spirits! Speaking of which, my family and I are on a mission to visit all the national parks before Xaver turns 18; we're at nine and counting.

Community Service

  • Board of Directors, Rotary International Local Club (President-Elect for 2023/2024)
  • Lighting Director at Pathway Church
  • Mission trips to Houma, LA, and Haiti
  • Former Elder at Chartiers Hill U.P. Church; Canonsburg, PA

My Family

Amber - My reading-enthusiast wife whose real love language is dining out.


Xaver - My 9-year-old who loves Legos, games, and reading comic books. He's happiest when we're playing games together.


Zoey - My intelligent daughter who shines in her own right, loves Baby Yoda, Tea Party's (but not princesses anymore), and LOVES quality time with our family. (Oh, and the Waffle House).

My BHAGG 
(Big Hairy Audacious God Goal)

By 2043, I aim for Financial Serenity to manage over $1,000,000,000,001 in AUM and establish 2,000 Salt Blocks, to make the world a better place and fulfill our mission and values as a company.

Ready to Build Your Future?

Don't leave your financial well-being to chance. 


Schedule a time to chat with me, and let's craft a roadmap to your Financial Serenity.

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Financial Serenity, LLC is a registered investment adviser in Burleson, TX. Financial Serenity, LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Financial Serenity, LLC’s website is limited to disseminating general information about its advisory services and access to additional investment-related information, publications, and links. Accordingly, the publication of Financial Serenity, LLC's website on the Internet should not be construed by any consumer and prospective client as Financial Serenity, LLC’s solicitation to effect, or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Financial Serenity, LLC with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information about the registration status of Financial Serenity, LLC, don't hesitate to contact the state securities regulators for those states in which Financial Serenity, LLC maintains a registration filing. A copy of Financial Serenity, LLC’s current written disclosure statement discussing Financial Serenity, LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Financial Serenity, LLC upon written request. Financial Serenity, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Financial Serenity, LLC’s website or incorporated herein and takes no responsibility therefor. All such information is provided solely for convenience, and all users should be guided accordingly.


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