A complete list of active advisors currently associated with Centrus Financial Strategies

Warmer can help you find a great advisor at Centrus Financial Strategies or one who fits your needs even better.

Centrus Financial Strategies provides discretionary portfolio management, written financial planning, consulting and retirement-plan advisory services for individuals, multi‑generational families, and retirement plan sponsors. The firm also facilitates access to independent third‑party money managers, offers legacy‑position advice, and presents occasional educational seminars for prospective and current clients. Its investment approach combines strategic and tactical asset allocation with long‑term holding and manager selection, using fundamental, cyclical, and quantitative analysis methods as appropriate. Centrus uses third‑party platforms for reporting and administration (eMoney for client reporting, Orion for back‑office services) and may allocate client assets to model managers or a TAMP solution (Triad Wealth Partners) when appropriate. Notable distinctions in the brochure include that Centrus recently became SEC‑registered and reports no regulatory assets under management as of the disclosure, and that some of its investment adviser representatives are also licensed insurance agents and may receive commission compensation for insurance product sales. The firm discloses a public marketing and educational presence (website and seminars) and describes multiple third‑party platform relationships and marketing/communications channels that may include external ratings, endorsements, or client testimonials.

To learn more about the advisors currently working at Centrus Financial Strategies, 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.