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 provides financial planning and portfolio management to individuals, trusts, and small businesses, serving both non‑HNW and high‑net‑worth clients. The firm offers advice across equities, fixed income and derivatives and supplements advisory services with tax‑preparation and insurance offerings provided by advisors who are licensed insurance agents and registered tax preparers. The firm implements a core‑and‑satellite model portfolio approach, building core allocations on efficient‑frontier methodology and using third‑party research tools (LSA Portfolio Analytics, Morningstar) to select funds and ETFs. It emphasizes conservative‑to‑moderate risk profiles, portfolio monitoring, and typically manages client accounts on a discretionary basis with model portfolios used to standardize allocations. A distinctive feature is the integration of tax preparation and insurance brokerage into the advisory platform, producing overlapping advisory and commissionable activities that the firm discloses as potential conflicts of interest. Centauri also uses pre‑selected third‑party managers and formal referral/solicitor arrangements that can involve revenue sharing, and the firm has recently shifted additional ownership and operational responsibility to a next‑generation principal.

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.