Find a Financial Advisor

After reading our book, one of the common questions we receive is, “How do I find an expert advisor, and how can I tell if my advisor is doing a good job?” This is easily the hardest problem a non-expert faces, and our book tries to give you insights we think are important. However, if you want a more formal approach we can help you find a financial advisor.

An advisory consultant relationship with Sera Capital would start with us either evaluating your current advisor or helping you find an advisor in a location near you. We strongly believe the advisory relationship must be a local relationship and though we would love to deal directly with everyone that likes what we have to offer, we simply don’t think it is in your best interest.

Your advisor must know you, or they are short-changing you. However, we can help you find an advisor that we would hire for our friends and family. Furthermore, we can monitor what they do to make sure they are doing what they should.

If you are interested in our Find a Financial Advisor solution, please fill out the form below and we’ll respond within one business day.

Are We the Right Fit for You?

If so, get in contact with us directly at (301) 464-8333 or email us at We’d be happy to help you get started today.

Share Your Tale

Are you ready to share your Financial Tale?

One of the benefits our financial tales community enjoys is the ability to submit their own tale. We will keep your name private of course and if you send us a detailed overview of your financial situation we will respond to you directly in private and if your tale might be interesting to others we will share it with our fans and community.