Centurion Wealth Management
Centurion Wealth Management is an independent, SEC-registered RIA that provides comprehensive financial planning, investment management, tax and estate services to entrepreneurs, corporate executives and independent women nationwide from its McLean, Virginia headquarters and West Palm Beach office.
- Company typePrivate
- Founded2015
- HeadquartersMclean, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Centurion Wealth Management does
Centurion Wealth Management is an independent, federally registered investment advisory firm headquartered in McLean, Virginia, founded in February 2015 by Wendy Ann Payne and Sterling D. Neblett. As a fee-only RIA the firm delivers comprehensive financial planning and wealth management services — investment management, retirement, estate and tax planning, risk management and education/college planning — to a U.S. national client base that is concentrated in the Washington D.C. metropolitan area and high-net-worth secondary markets. Primary customer segments are entrepreneurs, C-suite corporate executives and independent women (notably widows and divorcees), with a secondary segment of general high-net-worth families. Roughly 20+ team members serve clients via a hybrid model of in-person meetings at the McLean headquarters and a West Palm Beach satellite office, complemented by virtual advisory delivery. The firm was registered with the SEC as an RIA in 2023 and was placed on the Inc. 5000 Fastest-Growing Private Companies list for three consecutive years (2023-2025).
Centurion's product surface comprises named programs — Entrepreneur Financial Planning, Executive Financial Planning, Financial Independence for Women and Life Stage Transitions — operationalized through "The Centurion Process," a documented nine-step planning methodology that includes vision-setting, cash-flow analysis, the proprietary Family Benchmark tool, tax analysis, investment analysis, insurance analysis, estate-plan analysis and ongoing review. The firm's portfolio-stress-testing capability is delivered through integration with HiddenLevers, a third-party software that runs 75+ economic scenarios against approximately 35,000+ investments; in-house tax services (added December 2022) are led by Steven A. Eddy, CPA, CGMA. Underlying technology is otherwise conventional RIA tooling rather than proprietary platform IP, and the firm has no patents, AI/ML capabilities, or public software offerings.
Centurion's business model is recurring-fee investment advisory revenue under an AUM-based fee structure, supplemented by professional-service tax preparation fees for in-house tax clients. Securities execution is routed through Spire Securities, LLC (FINRA/SIPC member), and fees are not publicly disclosed but are quoted based on assets under management and scope of services. Client acquisition combines direct advisory relationships, professional referrals, an active earned-media presence in Forbes, CNBC, U.S. News and the Washington Post, community sponsorships, an in-house podcast ("Coffee with Connections"), and sustained awards-driven credibility (Forbes Best-In-State, Northern Virginia Magazine Top Financial Professionals eight consecutive years, AdvisorHub, etf.com Top 50 RIAs). AUM has compounded from approximately $175M in 2019 to $426M by 2023, with reported client retention of 98%.
Centurion Wealth Management firmographics
Firmographics- Name
- Centurion Wealth Management
- Legal name
- Centurion Wealth Management, LLC
- Website
- https://centurionwealth.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Centurion Wealth Management is an independent, SEC-registered RIA that provides comprehensive financial planning, investment management, tax and estate services to entrepreneurs, corporate executives and independent women nationwide from its McLean, Virginia headquarters and West Palm Beach office.
- Ownership category
- akta.pro rank
Centurion Wealth Management industry classification
Industry- Product category
- Wealth Management Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
- akta.pro secondary industry
- Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL)
Keywords
Where Centurion Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Mclean
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Centurion Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Investment Advisory Services: Fee-based investment advisory services offered through Centurion Wealth Management, LLC, a federally registered investment advisor. Securities offered through Spire Securities, LLC, member FINRA/SIPC.
- Tax Preparation and Planning: In-house tax preparation and planning services led by Director of Tax Steven Eddy, CPA, CGMA with over 25 years of experience. Service offered to small to medium sized businesses, corporate executives, and independent professionals.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels6 records
Centurion Wealth Management product offering
Product offeringCore offering
Centurion Wealth Management is an independent, fee-based Registered Investment Advisor (RIA) that delivers comprehensive wealth management and financial planning services to individuals and families. Its core offerings include investment management, retirement, tax, estate, risk, and education planning, plus specialized programs for entrepreneurs, corporate executives, and independent women. Securities are offered through a third-party broker-dealer (Spire Securities, LLC).
Product overview
Centurion Wealth Management is an independent financial planning firm offering comprehensive wealth management services through a unified platform of advisory services. The firm's core offerings span Entrepreneur Financial Planning, Executive Financial Planning, and the Financial Independence for Women™ program, supported by specialized services including Retirement Planning, Tax Planning, Estate Planning, Investment Management, Risk Management, and Education & College Planning. The Centurion Process serves as the firm's proprietary planning methodology, integrating all services including the Family Benchmark® analysis tool, Portfolio Stress Testing via HiddenLevers software, and Life Stage Transitions™ planning. The firm operates as a federally registered investment advisor serving entrepreneurs, corporate executives, and independent women with both virtual and in-person service delivery.
Differentiator
Problem solved
Functional benefit
Brands
- Financial Independence for Women™: A program designed to support newly independent women by providing guidance during times of transition, coordinating resources, and offering education on managing personal finances.
- Life Stage Transitions™
- Family Benchmark®
- The Centurion Process
Products and services
- Entrepreneur Financial Planning Comprehensive financial planning services tailored for business owners and entrepreneurs, covering investment management, risk evaluation, business transition and succession planning, exit planning, and tax structuring aligned to entrepreneurial goals.
- Executive Financial Planning Financial planning services for C-suite leaders and corporate executives, addressing concentrated stock positions, stock options, deferred compensation, executive benefits, and full wealth management across investment, tax, cash flow, and estate domains.
- Financial Independence for Women™ Specialized program supporting newly independent women through life stage transitions (widowhood, divorce, other major events), providing guidance, resource coordination, and financial education to build confidence in managing personal finances.
- Life Stage Transitions™ Holistic financial planning program for individuals and couples facing significant life events such as divorce, widowhood, disability, or other calamities, using education-focused methods to maintain independence and empowerment.
- Portfolio Stress Test Investment risk evaluation service using HiddenLevers software to test portfolios against 75+ economic scenarios, analyzing millions of relationships between economic factors and ~35,000 investments to assess how portfolios might react to future conditions.
- Retirement Planning Comprehensive retirement strategy development that incorporates client goals, values, current financial situation, and future needs, with ongoing evaluation and adjustments over time.
- Tax Planning and Preparation In-house tax preparation and planning services led by a CPA-led tax team, using advanced planning software to identify strategies aligning the client's investment portfolio, income, and assets with their financial goals.
- Estate Planning Estate planning services focused on tax-efficient asset transfer, ensuring assets pass according to client wishes while minimizing heir burden, coordinated with clients' estate attorneys and accountants.
- Education and College Planning Education savings strategy guidance, reviewing available options and helping families make informed decisions about funding education expenses.
- Risk Management Risk management evaluation including life, disability, long-term care, and personal liability insurance to address unexpected events that may create financial challenges for clients.
- Investment Management Investment management services employing asset allocation using modern portfolio theory and the efficient frontier, with Monte Carlo simulations to determine the probability of achieving client financial goals.
- The Centurion Process Proprietary end-to-end financial planning methodology that walks clients through vision statement, cash flow analysis, financial statement creation, Family Benchmark determination, tax analysis, investment analysis, insurance analysis, estate plan analysis, and ongoing review.
Quantifiable outcome
- 98% client retention rate
- +2 more outcomes
Companies that use Centurion Wealth Management
Customer profileSegments4 records
Ideal customer profiles4 records
Centurion Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
Feature1 record
Centurion Wealth Management partnerships and signals
Strategic signalScale indicators3 records
Recent moves8 records
Expansion highlights5 records
Centurion Wealth Management competitors and assessment
Company assessmentBroad incumbents
- Creative Planning: One of the largest independent, full-service RIAs in the U.S., offering integrated financial planning, investment management, and tax services to HNW clients. Comparable to Centurion in offering comprehensive, fiduciary-led wealth management but at vastly greater scale and national footprint.
- Carson Group: Large RIA and advisor coaching platform providing wealth management, business consulting, and back-office support to affiliated advisors. Comparable comprehensive financial planning offering to HNW clients, and an active acquirer of advisory firms like Centurion.
- Cerity Partners: National RIA focused on ultra-high-net-worth individuals, families, and institutions, including athletes and executives. Centurion's incoming advisor Jake Gurock joined from Cerity Partners, and the firm targets the same executive and founder segment.
- Edelman Financial Engines: One of the largest independent RIAs in the U.S., offering financial planning and investment management to a broad HNW and mass-affluent base. Comparable in service breadth (planning, investments, retirement), though Edelman operates at substantially greater scale and with a more mass-affluent mix.
- Mariner Wealth Advisors: National independent RIA providing financial planning, investment management, tax, and estate services to HNW individuals and families. Comparable comprehensive service model and target client base to Centurion, but with a much broader geographic and asset-base footprint.
Direct peers
- Modera Wealth Management: Independent, fee-only RIA providing comprehensive financial planning, tax, and investment services to HNW individuals and families. Similar scale and full-service offering to Centurion, with comparable focus on integrated planning-led wealth management.
- Plante Moran Financial Advisors:
- Buckingham Strategic Wealth: Mid-sized independent RIA offering comprehensive, fee-only financial planning and investment management to HNW households. Closely aligned to Centurion's model: independent, planning-led, fiduciary, and oriented around long-term advisor-client relationships.
- Sanctuary Wealth: Partner-owned RIA platform serving HNW clients through independent advisors, with comprehensive wealth, tax, and estate services. Directly comparable to Centurion in offering integrated planning for HNW segments via a partner/founder-driven model.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks7 records
Key highlights7 records
Customer concentration
Centurion Wealth Management social profiles
Digital presenceCenturion Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Centurion Wealth Management leadership team
Management profileNumber of profiles
Profiles6 records
Centurion Wealth Management subsidiaries and ownership
Company hierarchySubsidiaries1 record
Centurion Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Centurion Wealth Management M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Centurion Wealth Management
What does Centurion Wealth Management do?
Centurion Wealth Management is an independent, fee-based Registered Investment Advisor (RIA) that delivers comprehensive wealth management and financial planning services to individuals and families. Its core offerings include investment management, retirement, tax, estate, risk, and education planning, plus specialized programs for entrepreneurs, corporate executives, and independent women. Securities are offered through a third-party broker-dealer (Spire Securities, LLC).
Is Centurion Wealth Management a public or private company?
Centurion Wealth Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Centurion Wealth Management founded?
Centurion Wealth Management was founded in 2015. It employs 11 to 50 people.
Where is Centurion Wealth Management based?
Centurion Wealth Management is headquartered in Mclean, United States, in the North America region.
How does Centurion Wealth Management make money?
Two revenue lines are on record. Investment Advisory Services are the primary driver. The others are tax Preparation and Planning.
Who are Centurion Wealth Management's main competitors?
Broad incumbents on record are Creative Planning, Carson Group, Cerity Partners, Edelman Financial Engines and Mariner Wealth Advisors. Direct peers are Modera Wealth Management, Plante Moran Financial Advisors, Buckingham Strategic Wealth and Sanctuary Wealth.
Does Centurion Wealth Management have an API?
No public API is recorded for Centurion Wealth Management.
What industry is Centurion Wealth Management in?
Centurion Wealth Management's product category is Wealth Management Services. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAAACAL, Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes). Its NAICS code is 523940 and its SIC code is 6199.