Trust, integrity, accountability, collaboration: doing the right thing for our clients.

Team photo

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 second 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.

Forbes Best-in-State Financial Security Professionals 2022
Forbes Top Next-Gen Wealth Advisors Best-in-State 2022

We are proud of the local recognition Plancentric Financial Group has received. Many thanks to our hardworking team and incredible clients.

Most Admired CEO Awards
Bob Awards 2022
Bob Awards
Fast 50 Award
Best Places to Work