Seren Wealth Advisors, LLC.

Plan Well. Live Well.

Achieve your financial goals with data-driven wealth management.

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What Makes Us Different

We are an independent financial advisory firm with a comprehensive, integrated approach to wealth management. We have a fiduciary obligation to act in your best interest and ensure you receive honest, actionable advice, every time.

Get Started with Stephanie Blakes, CFP® Today

Every financial journey is unique. We encourage you to schedule a free 15-minute call to discuss your situation and determine how we can best serve you.

Financial independence is achieved through many small steps.

Let us support you as you make the first one!

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Our Clients

We take great pride in building and maintaining long-term client relationships based on honesty, integrity and performance.

Working Professionals

Make your financial dream a reality with strategic planning

and investing.

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Retirees/Pre-Retirees

Gain peace of mind with a personalized retirement plan that ensures you will have the income needed to live well.

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Business Owners

Identify the unique financial needs of your business to minimize risks and properly plan for success.

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401k Plan Sponsors

Ensure you are meeting your ERISA fiduciary obligations with our 3(21) 401k Plan Advisory Services.

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What We Do

We offer a variety of services to meet the diverse needs of our clients. We provide easy to use technology that enables clients to identify financial goals then assess, monitor, and track their progress. Data-driven advising allows us to make informed investing and wealth management decisions. Our personalized approach ensures your time horizon, risk tolerance and investment returns are optimized to meet your overall goals and objectives.

Budgeting

Assess income, expenses and cash flow to determine your ability to meet immediate needs and fund long-term goals.

Emergency Savings

Determine amount and type of savings required to pay for an unforeseen emergency.

Debt Management

Differentiate between "good" and "bad" debt and develop a plan to become debt-free.

Insurance

Review existing coverage and purchase policies that are appropriate for your needs.

College

Estimate, save, and/or finance an education. Includes financial aid and FAFSA guidance.

Retirement

Develop a strategy that allows you to save enough to retire comfortably.

Investments

Obtain a personalized asset allocation strategy while accounting for wealth accumulation goals, risk tolerance and time horizon.

Estate

Ensure assets pass properly with minimal loss. Includes an overview of necessary estate planning documentation.

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Our Three Step Process

STEP

1

Assess

Build mutual understanding and trust.

STEP

2

Strategize

Goal alignment and risk management.

STEP

3

Invest

Track outcomes and

monitor success.