Plancentric Financial Group was founded based on the realization that there is a significant need in the marketplace to deliver an integrated approach to comprehensive financial planning and investment management. Many successful business owners, executives, and professionals have not taken the time to develop a customized financial plan to address tax inefficiencies, inadequate asset allocation, or a sustainable retirement distribution strategy.
At Plancentric, we have assembled a highly credentialed team which embraces our core values of trust, integrity, accountability, collaboration and passion of doing the right thing for our clients.
Our team understands that everyone's situation and goals are unique, and it is our responsibility to listen, educate, and create a thoughtful, customized financial plan to help you achieve your goals. We're confident we will positively impact our clients, as well as their families, businesses and communities.
CHECK OUT THIS RECENT ARTICLE ON OUR PRACTICE THAT WAS PUBLISHED IN FORTUNE, ENTREPRENEUR AND BLOOMBERG BUSINESSWEEK IN CHARLOTTE AND GREENSBORO, HINDSIGHT IN ADVANCE
Our Team Is Award Winning
Ryan Saunders has been recognized by Forbes as one of the top financial security professionals in the country for the third consecutive year, and has been named a top next-gen wealth advisor. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you.
We are proud of the local recognition Plancentric Financial Group has received. Many thanks to our hardworking team and incredible clients.
Forbes Best-In-State Top Financial Security Professionals list (July 2023, July 2022), based upon data as of December 31st of the preceding year. Forbes “Top Next-Generation Wealth Advisors” list, (August 2022), based upon data as of 3/31/2022. Research and rankings provided by SHOOK Research. Northwestern Mutual & its advisors do not pay for placement on 3rd party rating lists, but may marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success. Charlotte Magazine Bob Awards, results are determined by online reader votes between January-February of the award year. No compensation is provided to be eligible. Charlotte Business Journal Fast 50 is an annual ranking of growing companies, using a dollar or percentage growth in revenue during a three-year span. Companies applied for inclusion in this program after CBJ solicited nominations. The findings are compiled by the Charlotte Business Journal and CliftonLarsonAllen, eligible companies are privately held with at least $1 million in revenue. They are headquartered in the Charlotte area. The ranking is based on average percentage of annual revenue growth from 2019 to 2021. No compensation is provided to be eligible, however, advertising fees may be paid to promote winners. Charlotte's Largest Financial Plannings Firms, Charlotte Business Journal April 2023. Award was based upon data/information as of February 2023. No compensation was provided to participate, but marketing fees for logo usage do apply.