Remote Jobs at Financial Serenity

Financial Serenity

1 - 10 employees

Founded 2019

💸 Finance

👥 B2C

Finance • B2C

Financial Serenity is a registered investment adviser based in Burleson, TX that provides values-driven, fiduciary financial planning and investment management to individuals and families. The firm offers foundation-building services (debt elimination, cash flow, habit formation), goal-focused investing, ongoing guided financial planning with regular reviews, and access to planning tools and community resources. Financial Serenity emphasizes purpose-driven and faith-aligned guidance, donates 1% of revenue to a faith-based community initiative, and also offers insurance services through licensed representatives; disclosures and regulatory filings (Form CRS, Form ADV) are provided on its site.