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(CFPs) and Chartered Financial Analysts (CFAs), who focus on blending retirement financial planning with fee-only, discretionary portfolio management. We currently manage over $200 million in client assets using individual stocks, bonds, and ETFs. We

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Better Business Bureau and several local and national trade organizations. We welcome real estate and property management accounts and offer senior, military and preferred customer discount

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Richard Little of Serenity Wealth Management is an experienced fiduciary financial advisor and Certified Financial Planner™ who assists individuals. The services we offer include: retirement planning, investment management, portfolio management, tax planning, certified financial planner™ CFP® and fiduciary.

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