Financial Serenity is 100% Missional Focused:

Let's dig into who we are and why we exist as a company; hint it's all about people. It's all about service. It's all about you!

How we are missionally focused

1%

We donate 1% of our top-line revenue to #BeeSalty, a Christian 501c3 Non-Profit helping re-skill and up-skill people back into the workforce.

Purpose Driven Investments

We give you direct ownership of companies with no middle man (mutual funds) so that your fees are reduced but more importantly so that we can influence the companies by voting the proxy votes.

Devote.

Every wednesday our company meets for devotions; while this is optional for team members (they do get paid for their time) it is a pivoital moment in the week to help keep us on track.

T-Day = Leadership Day

Tuesday & Thursday's we stop for 10 to 15 minutes and look to a moment of how we become better leaders, at work, in our communites, and espeically at home.

Our Vision

We see a world where individuals and families are financially empowered to make meaningful, positive impacts in their communities. We envision our clients achieving financial serenity, freeing them to live lives of purpose and joy.

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Turning your dreams into reality

Our Mission

Our mission is simple but profound: to guide you into a financially secure future where you're free to become the person you aspire to be. We do this by taking the time to know you, understand your goals, and then craft a financial strategy tailored to your unique life.

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Our Core Values

We're driven by core values that are the foundation for all our relationships and services.

Truth: We believe in transparency and open communication.
Community: We strive to build and support strong communities.
Trust: Your trust is a treasured asset that we aim to earn and keep.
Faith: Our faith guides us in serving you with integrity and love.
Relationships: We value long-term relationships over short-term gains.

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Empowering Your Wealth,
Enriching Your Life Journey

Our Strategy

Our strategy is straightforward: Help you grow your wealth substantially so you can make a real difference. We're committed to responsible investing and seek opportunities to influence positive societal changes through strategic investment choices.

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Our Strength

What sets us apart is our comprehensive, people-centric approach. We're more than just financial planners; we're partners in your life journey. Our strength lies in the depth of our relationships and our commitment to your financial and personal well-being.

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Faith

While our faith in our Lord and Savior Jesus serves as our guiding light, we respect and welcome people from all walks of life.

We believe in influencing positive change, starting with ourselves, and extending that impact through our work and community engagement.

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Check the background of Financial Serenity, LLC on FINRA'S Bro kerCheck.

Or a direct link to the SEC's Investment Advisor Public Disclosure site .

There are no warranties implied.

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.

This website and information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Please consult a qualified financial adviser and tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

Insurance products and services are offered and sold through Financial Serenity and individually licensed and appointed insurance agents.