Serenity Financial Consulting, LLC

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.

History

Established in 2012.

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.

Meet the Business Owner

Alan M.

Business Owner

Alan is passionate about providing individualized financial advice to individuals and families, regardless of their net worth, income or investable assets. An educator at his core, he strives to serve as his clients’ guide, available to help with the sometimes stressful or exciting financial situations that life inevitably brings.

Alan is the founder of Serenity Financial Consulting, which he started after noticing the lack of hourly, as-​needed financial planning advice available to consumers. With experience working in several nationally recognized firms including Kahler Financial Group and Financial Service Group, Alan combines his industry experience and technical knowledge with his entrepreneurial spirit and penchant for teaching others to create a refreshing style of truly personal financial planning.