A complete list of active advisors currently associated with Centauri Advisory Group, Inc.

Warmer can help you find a great advisor at Centauri Advisory Group, Inc. or one who fits your needs even better.

Centauri Advisory Group, Inc. provides financial planning and portfolio management to individuals, trusts, and small businesses, managing approximately $75.7 million for roughly 383 clients through four advisors. The firm serves a range of investors but emphasizes conservative to moderate risk profiles and offers ongoing services such as asset allocation, portfolio monitoring, income optimization, longevity planning, and access to pre‑selected third‑party managers. The firm uses a model‑portfolio approach built around a primary core plus satellite philosophy, with core exposures generally in the 60–90% range and model construction informed by tools such as LSA Portfolio Analytics and Morningstar. Models are constructed using mutual funds, ETFs, common stocks, and occasionally long/short or separately managed strategies, and are adjusted over time to reflect client objectives and changing market conditions. Centauri is distinctive among peers in that it has an affiliation with accounting/tax‑preparation activities: one or more principals are registered tax preparers and the firm discloses offering income tax planning and tax preparation services in addition to advisory services. The brochure also discloses that advisors hold insurance licenses and broker/dealer registrations and that the firm may refer clients to third‑party managers or solicitors under documented referral arrangements that are separate from advisory fees.

To learn more about the advisors currently working at Centauri Advisory Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.