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ABOUT US

We Are An Independent RIA

Financial Serenity, LLC was born out of the frustration of trying to find a financial advisor who took a deep interest in helping people invest in simple, common-sense ways while maintaining a high-touch approach to client services.

We offer three main services:
– Transformational Behaviour-Based Coaching
– Investment Advice and Custom Portfolio Management
– Insurance to Protect Your Loved Ones and Goals

Logan Thomas
Financial Coach

Fort Worth, TX

Seth Russ
Coach & IAR

Pink Hill, NC

Ian Powell
Owner | Coach | IAR

Burleson, TX

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Contact Information

hello@financialserenity.co

682-200-6778

Location

Burleson, TX 76028

Pink Hill, NC

Fort Worth, TX

Legal Stuff

Investment advice offered by Financial Serenity, LLC

Form ADV Part 2
Privacy Policy
FINRA Broker Check