We get to know you — your work, your family, your plans, and your dreams.
Stay grounded with financial planning that’s personal, tax efficient, and centered around you.
Financial Planning is Personal
At Centry Financial Advisors, we listen to you and create a roadmap that can assist in meeting your goals. Our high-touch service focuses on putting a clear plan in place that centers around your objectives and your best interests — and keeps you grounded when the world around you changes.
What You Can Expect
The Centry Financial Team
We are a fee-only advisor, so you understand up-front what you’ll pay. We don’t receive commissions, so our recommendations are truly based on you.
We create a practical financial plan centered on you and your goals.
We take the time to educate you, to guide you in making future financial decisions.
We monitor your plan to keep you on track. If you have questions, we’re here to talk.
Centry might be right for you if…
Your life is changing
fast and, honestly, it’s overwhelming. You need effective, trustworthy advice to help figure out your finances.
You’ve navigated
financial uncertainty and come out on the other side. Now you want a solid plan to guide you into the future.
You understand
where you’re going and what’s important to you. But you could use help strategically investing your assets, so you can live your best life.
