What if you could achieve Financial Serenity?

We help you make better decisions about your money. We are behavior based Financial Advisors that look at the whole picture to help you get on the right track with your finances.

Find Your Advisor

Schedule Free Consultation

We are focused on you!

Everything we do is personalized, designed to help you achieve your dreams and get to where you want to be.

Our Services

LEARN & GROW

Transformative Behavior-Based Coaching

Finally have control over your finances.

Start feeling excited about the future.

PLAN & INVEST

Investment Advice and Custom Portfolio Management

Achieve your financial goals with expert help.

Get personalized investment advice to fit your unique needs.

INSURANCE

Insurance to Protect Your Loved Ones and Goals

Protect your family if something happens to you.

Achieve your financial goals, even if something unexpected happens.

Meet Our Team

Ian Powell

Wealth Manager & CEO

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Logan Thomas

Financial Advisor

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Sandra Park

Financial Advisor

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Seth Russ

Financial Advisor

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Amber Powell

CCO

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All Locations

LIST MAP

124 S Main St, Burleson, TX 76028, United States of America 124 S Main St, Burleson, TX 76028, United States of America
124 S Main St, Burleson, TX 76028, United States of America 124 S Main St, Burleson, TX 76028, United States of America
Logan Thomas Jasper, GA 30143, United States of America
Seth Russ Pink Hill, NC 28572, United States of America
Sandra Park Haslet, TX 76052, United States of America

Go to location page See all locations

Say Hello

Schedule Free Consultation

Contact Information

682-200-6778

hello@financialserenity.co

Locations

Texas - Burleson, Haslet

North Carolina - Pink Hill

Georgia - Jasper

Click here to read disclosures

There are no warranties implied.

Financial Serenity, LLC is a registered investment adviser located in Burleson, TX. Financial Serenity, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Financial Serenity, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Financial Serenity, LLC's web site on the Internet should not be construed by any consumer and/or prospective client as Financial Serenity, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Financial Serenity, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Financial Serenity, LLC, please contact the state securities regulators for those states in which Financial Serenity, LLC maintains a registration filing. A copy of Financial Serenity, LLC’s current written disclosure statement discussing Financial Serenity, LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Financial Serenity, LLC upon written request. Financial Serenity, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Financial Serenity, LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

Insurance products and services are offered and sold through CORE Income and individually licensed and appointed insurance agents.

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