ABOUT US
ABOUT US
MEET THE FOUNDER
Mary Spruill, MBA, ChFC®, AFC®, EA
Mary Spruill is a financial professional who is passionate about making the process of financial planning more straightforward and less complicated. She prioritizes her clients' privacy and assures compliance with federal and state regulations. She empowers them to take charge of their future while also enjoying today by providing clients with serene services that put them at ease. Mary employs a holistic approach that solves wealth management issues in financial planning, investment management, education planning, tax and estate planning, business planning, insurance, and charitable gift planning.
Mary has been in the financial industry for over 16 years, having held positions as a financial analyst, budget analyst, and financial and tax manager. She began her career at NASA Langley Research Center, where she developed an interest in the financial sector. She earned her MBA in Accounting to expand her financial industry knowledge. In addition to earning her ChFC®, AFC®, and EA designations, merging her desire to help others with her professional skills. The varying roles and knowledge gained in the industry have prepared her for the unique needs of partnering with clients in every step of the wealth management process and helping them stay on track.
Mary's favorite activities outside of work include spending time with her family and cooking. Additionally, she enjoys volunteering for a number of charitable organizations.
OUR MISSION
We are committed to crafting a financial sanctuary for our clients. We believe in walking alongside you, fostering a symbiotic relationship where open dialogue, trust, and collaboration are paramount. Our goal is not merely to provide temporary financial fixes, but to nurture a sustainable pathway towards long-term wealth. By integrating our expertise with your aspirations, we aim to create a tailored roadmap for your financial peace of mind.
OUR VISION
At Serene Financial Solutions, our vision transcends traditional financial management. We envision a future where our clients do not just manage their wealth but truly understand and experience financial serenity. We are not just here to inform but to enlighten and guide you through the intricacies of the financial landscape. We seek to be catalysts of positive transformation, aiming to grow your assets and ensure they are rooted in sustainable practices. As we peer into the future, we see a world where our clients flourish, their financial foundations robust, and their minds at ease, knowing they are not just protected but thriving.
CLIENT-CENTERED COMMITMENT
As one of our esteemed clients, you are at the heart of everything we do. At Serene Financial Solutions, we understand that every individual, every family, and every dream is unique. And so, our commitment goes beyond generic financial advice. We are dedicated to understanding your world, your aspirations, and your challenges. With this knowledge, we pledge to put your interests first, always. With SFS by your side, you are not just receiving financial counsel; you are gaining a steadfast ally dedicated to championing your needs every step of the way. In an ever-evolving financial landscape, take solace in knowing that our advice is not just timely but designed to stand the test of time, serving you, your family, and future generations.
CERTIFICATIONS & ASSOCIATIONS
We Are Committed To Understanding
Your Needs And Goals
Comprehensive Wealth Management
Serene Financial Solutions is a fee-only registered investment advisor, headquartered in Gaithersburg, Maryland. We offer financial counseling, financial planning, and investment management advisory services to both individuals and families for a simple, fully transparent fee. Serene Financial Solutions has a rigorous and in-depth approach to financial counseling, financial planning, and portfolio management. We view your financial needs holistically and provide a breadth and depth of experience.
Fiduciary Standard
Serene Financial Solutions’ business structure as an Independent Registered Investment Advisor keeps our interests fully aligned with those of our clients and removes many of the conflicts of interest found within the traditional brokerage firm model.
As a Fiduciary, we do not sell any products, nor do we receive any sales commissions for products we recommend and select for client portfolios. We have no financial incentive to sell products.
Personalized and Proactive
We get to know our clients and their needs and develop close working relationships. We understand that your financial planning needs are dynamic and will continue to change.
We will recommend an investment strategy, as well as monitor and manage your portfolio through the subsequent years of your life and beyond. We will continue to assess your financial goals, resources, and strategies, alert you to decisions that need to be made as circumstances change, and discuss new opportunities and risks with you as they arise.
Nothing is more important to us than building and protecting your financial independence. Our aim is to enable you to pursue that goal with confidence from an informed position.
We believe in building investment portfolios based upon a rigorous, disciplined approach with an emphasis on risk management.
