A complete list of active advisors currently associated with Centennial Wealth Management Inc.

Warmer can help you find a great advisor at Centennial Wealth Management Inc. or one who fits your needs even better.

Centennial Wealth Management provides discretionary investment management to individual clients through a wrap-fee asset management program and does not manage non-wrap accounts. The firm is small—two advisors serving 24 clients with about $5.6 million in discretionary AUM—and its client base does not include a high‑net‑worth segment. The firm manages a single, non‑customized portfolio for all clients with the stated objective of long‑term compounding, using an investment model that tracks specific economic indicators and valuation parameters and employing fundamental, technical, charting, and cyclical analysis. Management is discretionary; fees are deducted directly from custodial accounts and the firm uses a single custodian (Charles Schwab); clients are not able to impose investment restrictions. Uncommonly for firms in this category, Centennial is the sponsor of its wrap fee program and operates exclusively through that wrap program rather than offering separate advisory account types. Other noteworthy operational features include a principal who maintains an external university finance/HR role (reported up to 40 hours per week), a policy of not accepting proxy voting authority, and a practice of providing written reports only upon request with at least verbal annual reviews.

To learn more about the advisors currently working at Centennial Wealth Management 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.