We are pleased to announce that Centurion Wealth Management celebrated our 5th anniversary on February 20th. It has been an incredible year and we thank you for your loyalty, trust and support. We’ve experienced strong, yet controlled growth and now manage approximately $217 million in assets.
We are extremely proud of our accomplishments to date, and are very excited about the future direction of our firm. We would like to take this opportunity to highlight some of our most notable achievements and milestones over the last year.
$217 MILLION IN ASSETS
Centurion Wealth sponsored the annual St. Jude’s golf tournament in The Villages, Florida.
Blaine Homan joined the Centurion team in March and was promoted to the role of Financial Planning Associate in September.
Blaine passed his SIE in April followed by his Series 7 and Series 63 in August.
Wendy joined the Foundation for Women’s Economic Literacy as a Board Member.
Centurion Wealth sponsored the 11th Annual Jill’s House Motorcycle Ride in June. Wendy and her supporting team of fellow motorcycle enthusiasts rode throughout Loudoun and Fairfax County in support of Jill’s House. In total $110,000 was raised at this event so Jill’s House can continue to the amazing work they do for children with intellectual disabilities and their families.
Sterling, Mark, and Wendy were named Northern Virginia Magazine’s Top Financial Professionals for the 3rd consecutive year.
Wendy was recognized as a Forbes’ 2020 Best in State Wealth Advisor.
Centurion received the Five-Star Wealth Manager Award for the fourth year in a row.
In honor of the men and women who have served our country, Centurion Wealth donated 27 holiday wreaths at Arlington National Cemetery in December. It was a privilege to volunteer in Wreaths Across America and place holiday wreaths at the resting places of our fallen heroes.
Mark’s eldest son started his Freshman year at Miami University of Ohio.
We hosted our 4th summer internship program. We are passionate about doing our part to guide and encourage young men and women who aspire to make a difference in our industry.
Claire Borba joined the Centurion team in October as our Client Services Associate.
Sterling was named as a Forbes’ 2019 Best in State Next-Gen Wealth Advisor.
Sterling was recognized by Investopedia as a Top 100 Financial Advisor for 2019.
Centurion Wealth Management received WealthManagement.com’s Thrive Award for Fastest-Growing Advisors in the United States.
Centurion Wealth Management was named a Top 12 Wealth Management Firm in D.C., Maryland, and Virginia (Tri-State) Area by AdvisoryHQ.
Two of Wendy’s daughters completed their bachelor’s degree studies. Graduating from Towson and UNC.
Our Partners Have Been Busy
• Sterling attended Entrepreneurs Organization NERVE in Charleston, South Carolina.
• Sterling founded the Entrepreneurs Club at the Tower Club. The Entrepreneurs Club hosts a monthly round table discussion breakfast and monthly social happy hour for entrepreneurs.
• Sterling joined the Entrepreneurs Organization Board as Co-Chair of Membership.
• Mark attended the Elite Advisor Summit in Omaha, Nebraska.
• Wendy attended the Heckerling Institute on Estate Planning in Orlando, Florida.