Serene Financial Solutions

Overview

Serene Financial Solutions is a small, independent registered advisory firm organized as an LLC and owned by an individual. It focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. The firm lists accounting among its business activities and charges a mix of hourly, fixed, and other fee arrangements. Serene is state-registered to operate in Maryland and Virginia. It does not identify as an active ESG investor and is not positioned as a capital allocator to outside managers in the sense of running a dedicated allocation platform.

Assets & Accounts

Investments & Alternatives

Location & Offices