At Serenity Financial Consulting, we provide a refreshing style of truly personal financial planning designed to help you take control of your finances, reduce anxiety, and ultimately achieve your financial goals.

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Schedule your complimentary “Get Acquainted” meeting today to meet with a fee only financial planner, and to learn more about our financial advisory services.

Fee Only Financial Planning

We specialize in helping individuals and families take control of their finances by providing fee only financial planning advice.

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Investment Management

If you want to stop focusing on managing your investment portfolio, we provide ongoing customized investment management services.

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Second Opinion Review

We provide one free hour of second opinion review services to consumers that want a 3rd party review of their financial concerns.

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Do you:

  • Want to take control of your finances, and stop letting them control you?
  • Want to stop worrying about your investment portfolio?
  • Lose sleep wondering if you have made the correct financial decisions?
  • Want to know if your family is on the right path financially?

Fee Only Financial Planner

If you answered “yes” to any or all these questions, then you are in the right place. At Serenity Financial Consulting, we provide a refreshing style of truly personal financial planning designed to help you take control of your finances, reduce anxiety and ultimately achieve your financial goals.

We are an independent, fee-only financial planning firm, meaning we are only paid by our clients. We do not accept commissions, referral fees, or compensation from other sources. The result is unbiased financial planning and investment management performed by professionals who are committed to acting in your best interest.

Schedule your complimentary “Get Acquainted” meeting today to see how Serenity Financial Consulting can assist you in achieving your financial goals. We have offices located in Bozeman Montana and Milwaukee Wisconsin, and are happy to meet with clients virtually by video or phone.

Learn more about Serenity Financial Consulting