Centurion Advisory Group
(on sugarloaf parkway suite)Financial Services in Duluth, GA
Financial Services
Centurion Advisory Group is a comprehensive financial planning firm serving company owners, high net worth households, and plan sponsors. For more than 35 years, the founders of Centurion Advisory Group have been working with families and companies, serving as fiduciaries and stewards, and helping clients make wise choices regarding the cash flow and assets under their care. Centurion Advisory Group and the firm’s professionals see their role as a calling to guide, guard, and govern well. As a professional services firm, Centurion Advisory Group sells no products, with our only compensation coming from professional fees paid by clients.
For plan sponsors, the firm offers a suite of services built around plan design and administration, fiduciary care, investment array, selection, and cost, and participant education and preparedness. For high net worth households, the firm offers a suite of services built around cash flow analysis, advanced tax planning, risk analysis and mitigation, charitable giving strategies, estate planning and intergenerational wealth transfer, and investment management. For company owners, we offer additional services which include budget preparation, financial trend analysis, bookkeeping, and related CFO services.
