Wealth Management Designed Around You

Align Your Investments with Your Life Goals

We all have goals - maybe we call them dreams, wishes, or things we would like to do. If you need help getting clarity we can help you with that too, head on over to Financial Planning to learn more.

Your investments should be geared towards what will help you reach your target - not based on fears, speculation, or the newest trend. It is impossible to know what an investment will do tomorrow but we can invest based on what certain types of investments will typically have done in the past is the best guess of what they will do in the future.

Our Mission: Your Financial Peace of Mind

Our mission is to simplify your investment choices. We offer diversified portfolios that range from Aggressive Growth to International, focused on direct ownership of companies.

All for a flat 1% AUM fee, with no confusing tiers.

And, since we offer you direct ownership of the companies that are helping you reach your goals there are no additional fees from mutual funds.

Investing Is Not Just About Where, But How Often

How often you invest can be as crucial as what you invest in. We guide you in developing an investment behavior that aligns with your risk tolerance and financial objectives.

A Portfolio Built Just for You

Your risk aversion and life goals are unique. That's why we customize a portfolio that balances your risk tolerance with your investment objectives.

The Benefits of Direct Ownership

No Additional Fees: Eliminate the costs associated with mutual funds, ETFs, and index funds.

Simplicity: Easy to understand, no complex instruments.

Customizable: Tailored to your specific needs and values.

Social (Faith) Responsibility: Managed to influence companies to be better global citizens.

Portability: If you ever decide to part ways, you can easily take your stocks with you.

Ready to Transform Your Financial Future?

Unlock Your Financial Potential:

Book Your Strategy Session Now—It's Free!

Schedule Strategy Session

HIDDEN Home Services Team SmartVestor Pro Resources

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.