Centurion Wealth Advisors, LLC is a boutique financial planning firm that delivers high touch, high quality service to our family of clients. Our team of experts provide personalized service that is customized to the unique needs of professional athletes, small businesses, and charitable organizations. We provide financial and tax planning advice, along with wealth management services to help increase financial literacy, fiscal independence and our client's wealth and well-being.
Services
At Centurion Wealth Advisors, LLC our mission is to equip each client and his or her family with the tools and knowledge needed to make wise financial and business decisions. Certified Financial Planner (CFP), Certified Public Accountant (CPA) and Masters of Business Administration (MBA) are the credentials held collectively by the tax and finance professionals at Centurion Wealth Advisors.
It starts with a financial plan because "failing to plan is planning to fail"! Our wealth management and investment advice is focused on helping our clients grow and protect their wealth and incorporates timely financial education topics so clients are positioned to make sound financial decisions. We want our clients to feel in control of their financial futures.
Our financial services offerings have positioned our clients to take control of their finances and ensure they meet regulatory standards, optimize their portfolio, and position their personal and business investments to be successful. Centurion Financial Services, Inc. takes a personal approach toward paying all of your bills and financial obligations.
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