Q: What services do you offer your clients?

A: Centurion Wealth Management, LLC is an independent financial planning firm built on a foundation of sound ethics, mutual respect and deep integrity. We proudly offer fiduciary financial advice to successful entrepreneurs, top executives and empowered women. Since opening in 2015, we have been fortunate to experience steady growth while maintaining a trusted reputation within the financial services community. 

Our firm’s services include investment advice, tax planning and preparation, cash flow and estate planning analysis, risk management, and traditional retirement planning. We strive to establish an intimate and trusted client/advisor relationship through clear, consistent, and ongoing communication and review. At the end of our eight-part planning process, we clearly illustrate and explain our recommendations regarding all aspects of your financial plan.

We are honored to be a Top Vote Getter for Best Financial Planner/Advisor in Arlington Magazine! 

Q: How do I know if Centurion can work for me?

A: Please feel free to reach out to our team if you are:

• Looking to change the way your investment portfolio of over $1,000,000 is being managed
• A divorcee, widow or independent woman seeking assistance to build a comprehensive financial plan
• A top executive or business owner who appreciates experienced advice on how to grow, build and protect wealth

Awards/Honors: 

AdvisorHub Fastest Growing Advisors to Watch, 2022

Northern Virginia Magazine Top Financial Professional, 2014-2022

Washingtonian Magazine Top Financial Adviser, 2022 

Five-Star Wealth Manager Award, 2016-2022