History
Serenity Financial Consulting was founded because there was a shortage of financial planners in the Milwaukee community providing objective, independent financial planning services to consumers. We wanted to make financial planning advice and investment management accessible to everyone, regardless of their net worth or income. That's why we provide financial planning on an hourly basis, and fee-only investment management.
Specialties
Serenity Financial Consulting (SFC) specializes in providing hourly, as-needed financial planning advice and investment management services to individuals and families. Located in beautiful Shorewood, the first suburb north of Milwaukee, SFC prides itself as being a financial planner that provides clients with the highest level of service, support and financial education. We are proud to provide competent, objective advice to our clients. We work solely for you, and therefore will never accept commissions or fees from any third party. Our primary focus is to help you take control of your finances, reduce anxiety and ultimately achieve your financial goals.
