Centauri Advisory Group, Inc. logo
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Asset management with care and precision.

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Our Mission

Your success is our goal

At Centauri Advisory Group, we provide fee-based investment advisory solutions that put your financial goals first. Our team of experienced advisors will guide you through the complexities of investing, carefully managing your portfolio based on your unique risk tolerance. Whether you’re building wealth or preparing for retirement, we ensure that your investments are aligned with your goals, helping you secure a comfortable financial future.

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Asset Management
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Retirement Planning
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investment advisory
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who we serve

We specialize in helping clients achieve a financially secure and fulfilling future

We provide comprehensive asset management services to help you achieve long-term financial security. Our guidance ensures your investments are managed with care, and your retirement is as comfortable as you envision.

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I'm just getting started.

Set me up for success.
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I'm retiring soon.

Let's plan ahead.
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I'm currently retired.

Help me preserve a legacy.
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I'm a small business owner.

Secure my investment.
ABOUT us

Meet the people of Centauri Advisory

Meet our team

As a 100% employee-owned, multi-generational firm, Centauri Advisory Group is dedicated to offering honest, reliable financial guidance. With a focus on integrity and transparency, we build long-term relationships with our clients, ensuring that your financial success is always at the heart of what we do. Trust our team to deliver the expertise and care you deserve.

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our process

Here's how we work

Our process is built around understanding your financial needs, managing your assets wisely, and ensuring your portfolio reflects your goals. From building wealth to transitioning into retirement, we take the stress out of managing your investments by offering a clear, risk-adjusted approach that protects your future.

Listen

We start by truly getting to know you—your goals, concerns, and what matters most.

Educate

We’ll walk you through your options, ensuring you feel informed and confident every step of the way.

Implement

When you’re ready, we put your custom plan into action, guiding you with steady, hands-on management.

Adapt

As your life and the markets evolve, we’ll adjust your plan to keep you on track toward your financial goals.

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