Centauri Advisory Group, Inc. logo
Our Firm

About Centauri Advisory Group

A registered investment advisory firm

We help secure your financial future

At Centauri Advisory Group, we work with you to build a financial plan that not only feels right today but adapts as your life evolves. Our approach is straightforward: understand your needs, offer clear, tailored advice, and be there whenever you need us. Together, we’ll create a future you can confidently look forward to.

Guiding Your Financial Journey

Our mission

At Centauri Advisory Group, our mission is simple: to provide you with the knowledge, resources, and guidance needed to achieve financial success. We believe that true financial security comes from understanding your options and making informed, thoughtful decisions. Our experienced team is here to support you at every step, ensuring that your financial plan reflects your goals, values, and long-term vision.

See our services

Meet our team of experts

Who We Are
Scott Ellis

C. Scott Ellis

CERTIFIED
FINANCIAL PLANNER™ 

Professional, Chief Operating Officer

Discuss Your Strategy
Doug Falk

R. Douglas Falk

CERTIFIED
FINANCIAL PLANNER™ 

Professional, Chief Financial Officer

Discuss Your Strategy
Kevin Phillis

Kevin E. Phillis

Chartered
Financial Consultant®

Chief Executive Officer

Discuss Your Strategy
Tyler Falk

Tyler D. Falk

Investment
Advisor Representative

Vice President

Discuss Your Strategy
Garrett Bishop

Garrett M. Bishop

Investment
Advisor Representative

Advisor

Discuss Your Strategy
Chele DiCiocco

Chele DiCioccio

Office
Manager

Administrator

Discuss Your Strategy
We Are Unique

Discover What Sets Us Apart

At Centauri Advisory Group, we know that financial planning isn’t one-size-fits-all. Our tailored approach ensures that every decision we make together aligns with your unique goals and values. Our advice is as individualized as your financial journey.

 

We’re committed to a long-term partnership. As your life changes, your financial needs will evolve, and we’ll be here to adapt your plan accordingly. You can count on us to be your steadfast, reliable partner through every stage of your financial life.

 

We simplify financial planning. No confusing jargon, no unnecessary complexity—just clear, straightforward advice that helps you make confident decisions. Our goal is to keep you informed and empowered at every turn.

Share by: