A complete list of active advisors currently associated with Centura Wealth Advisory

Warmer can help you find a great advisor at Centura Wealth Advisory or one who fits your needs even better.

Centura Wealth Advisory provides financial planning, investment management, retirement plan advisory and consulting services to individuals, retirement plans, trusts, estates, charitable organizations and business entities. The firm manages portfolios on both a discretionary and non‑discretionary basis and works with clients to implement recommendations through affiliated entities where appropriate, including an affiliated insurance brokerage and an affiliated consulting firm that offers casualty loss planning. Centura tailors portfolios using a mix of mutual funds, ETFs, alternative investments, structured products and, when appropriate, Independent Managers, and conducts ongoing monitoring and periodic reviews informed by fundamental, technical, quantitative, qualitative and risk analyses. The firm typically requires a $2 million minimum portfolio (with discretionary exceptions), and serves as a fiduciary for retirement plan engagements under ERISA when applicable. Noteworthy features disclosed in the brochure include institutional relationships with custodians and platforms such as Schwab and SEI that provide technology, custody and execution services, and the firm’s use of client testimonials in its advertising materials. The firm also maintains related entities—a Centura Consulting Services affiliate for casualty loss planning and a charitable foundation—and discloses referral and affiliation arrangements that may create conflicts of interest.

To learn more about the advisors currently working at Centura Wealth Advisory, 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.