Analyzing 9,108,2729.1M ReviewsFor 25,80125.8K Experts
Google reviewers rate Serenity Wealth Management 5 out of 5 stars based on 21 reviews. Clients describe the firm's advisors as knowledgeable, responsive, and accessible, noting that they provide clear explanations of complex financial concepts. Recurring themes include the development of personalized plans for retirement, estate, and tax needs, with an emphasis on fiduciary advice rather than product sales. The reviews highlight the staff's attentiveness to client goals and their ability to make financial planning feel approachable and confident.
Data from Google, last updated November 9, 2026.
21 Google reviews we collected
Phrases our text analysis found in 21 written reviews
How often each topic comes up in the written reviews
We read 21 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“…ment and would enthusiastically recommend him to anyone looking for a knowledgeable, personable, and trustworthy financial advisor.…”
“Ryan is also extremely responsive and genuinely enjoyable to work with.”
“…ip with Ryan at Serenity Wealth Management and would enthusiastically recommend him to anyone looking for a knowledgeable, personable, and trustworthy…”
“a great ability to take financial topics that can be complicated and explain them in a practical way, including not only what he recommends, but why h…”
“He provides professional, responsive, and disciplined investment management while remaining attentive to each trust’s unique goals, cash flow needs, a…”
“You can expect nothing but exceptional service and care for your portfolio with it in his hands.”
praise complaint · found by our text analysis, Google review wording unchanged.
5.0 ★★★★★ 21 reviews on Google · rating breakdown
Reviews from Google, shown as published (original wording, unedited).
Ryan is helpful, honest, and knowledgeable. He was able to advise me on a good course of action. He also referred me to an associate for help with international financial advice.
We’ve worked with Ryan Kaysen for several years now, and he has been an outstanding financial advisor for our family. What we appreciate most about Ryan is that he takes the time to truly understand our goals, our family, and the bigger picture rather than simply recommending products or investments. Our meetings with Ryan are always thoughtful, productive, and easy to understand. He has a great ability to take financial topics that can be complicated and explain them in a practical way, including not only what he recommends, but why he recommends it and how it fits into our long-term plan. We always leave our meetings feeling informed and confident about the direction we’re heading. Ryan is also extremely responsive and genuinely enjoyable to work with. Over the years, he has earned a tremendous amount of trust from both my wife and me, and we appreciate having someone we can reach out to when financial questions or decisions come up. We’ve been very happy continuing our relationship with Ryan at Serenity Wealth Management and would enthusiastically recommend him to anyone looking for a knowledgeable, personable, and trustworthy financial advisor.
Ryan has been an exceptional asset management partner for the family legacy trusts I oversee as trustee. He provides professional, responsive, and disciplined investment management while remaining attentive to each trust’s unique goals, cash flow needs, and long term objectives. I also appreciate the care he takes in educating beneficiaries about investing, retirement planning, and financial decision making. His ability to communicate clearly and build trust has led several beneficiaries to choose Serenity for their own financial planning and wealth management needs. I highly recommend Ryan and Serenity to trustees, attorneys, families, and anyone seeking comprehensive financial planning, investment management, estate planning coordination, and multigenerational wealth management guidance.
Ryan is professional, knowledgeable, and personable. He is always accessible and explains every action so I understand completely. I highly recommend Ryan!
Ryan Kaysen is a tremendous advisor and person. I've engaged with him on a number of occasions and I am always impressed by his knowledge and attentiveness. I highly recommend Ryan to clients considering engaging him.
Ryan is great! He has made looking at my finances, expenses, and long-term goals much more approachable. Planning for the future and retirement can be overwhelming, especially when it seems closer than you realized, but Ryan explains everything clearly and helps me feel more confident about the path ahead. As he reminds me, “it’s not a sprint, it’s a marathon.”
Ryan Kaysen has been fantastic to work with. He helped my family build a financial plan that’s aligned with our goals and values, not just generic advice. He took the time to look at our entire picture with our income, taxes, estate plan, retirement, and education funding for our kids. I really appreciate that he acts as a true fiduciary by not pushing products, just advice that clearly puts our interests first. We’ve learned a ton working with Ryan because he always explains the “why” behind each recommendation instead of asking us to follow instructions blindly. It’s obvious he genuinely cares about our success, and we couldn’t recommend him more highly!
I can't speak highly enough of Ryan at Serenity! He gives a truly personal experience, taking time to get to know me and my specific needs. He is very knowledgeable about the space, and helped me craft a plan for the next 30+ years. The plan he helped build for me is not a cookie cutter that would work for everyone, and reflects the time and effort he took to understand my exact situation
I’ve had the opportunity to get to know Brandon personally, and I can confidently say he is someone who is trustworthy, reliable, and truly has people’s best interests at heart. He’s exactly the type of person you’d want guiding you in making important financial decisions for your future. If you’re looking for an advisor who genuinely cares, I highly recommend!
I fully recommend reaching out to Brandon Hatcher with Serenity Wealth Management for all of your fiduciary needs. He is courteous, knowledgeable, and passionate about helping you reach your financial goals. You can expect nothing but exceptional service and care for your portfolio with it in his hands.
Serenity Wealth Management, Charlotte Fiduciary Financial Advisors on Google Maps →
Analyzing 9,108,2729.1M ReviewsFor 25,80125.8K Experts