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We are thrilled to announce that Centurion Wealth Management, LLC celebrated our eighth anniversary on February 20th. This past year has been a period of transformational growth for our firm. We felt the time was right to submit our direct registration to the SEC, which enables us to serve clients as a Registered Investment Advisor (RIA). We are proud to report that we have experienced strong, yet controlled growth, and now manage approximately $426 million in assets. This milestone reflects our commitment to delivering exceptional financial management services to our clients.
We also listened to your feedback and in late 2022, Steven A. Eddy, CPA, CGMA joined our team at our McLean, VA headquarters. Steve will oversee Centurion’s in-house tax preparation and planning services for small to medium sized businesses, corporate executives and independent professionals. This new service offering finalizes our acquisition of a local tax practice, creating a one-stop-shop for clients.
At Centurion, our focus remains on providing high-level client experiences and administering sound financial advice. Thank you for entrusting us with your financial management needs. As we celebrate eight rewarding years, we would like to take a moment to reflect on some of our most notable achievements and milestones over the last year. We look forward to continuing to serve you with excellence
$426 Million In Assets
We combine our experience, expertise, and creativity with state-of-the-art tax planning software, which allows us to recognize tax saving strategies you may have never known existed.
The partners of Centurion extend their heartfelt gratitude and appreciation to all of the valued Centurion clients. Thank you for entrusting our team to help you meet your financial goals.
Steve Eddy, CPA joined Centurion as Director of Tax. He brings 25 years of tax planning experience for businesses, executives, and independent professionals.
Centurion had a client retention rate of 98%.
Mitchell Floch joined Centurion as a Client Service Associate.
Wendy hiked the iconic Inca Trail to Machu Picchu in Peru!
We had a blast getting together for some R&R at Bear Chase Brewing Company!
Party of Four! Darren and Kristen welcomed their second child, Gianna on December 17th! Darren also recently celebrated his three year anniversary with Centurion.
​Wendy earned the designation of Certified Divorce Financial Analyst. This achievement represents her commitment to empowering women to build financial freedom.
Cooper continued to interview high profile leaders on Centurion’s podcast, #CoffeewithConnections! Find them all on Spotify!
Jill is almost finished with her MBA in Executive Leadership from JMU!
Gino Martinelli joined Centurion as a Client Service Associate. He brings a passion to deliver high quality service to our clients.
Owen Beightol joined Centurion as a Client Service Associate. Owen will help ensure our financial planning process is efficient, accurate, and valuable to our clients.
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