In The Media
Founder, CEO and Private Wealth Advisor Ryan Saunders ranked in top ten in North Carolina for Top Next-Gen Wealth Advisors Best in State (August 2022)
Plancentric Financial Group voted as a top wealth management group in Charlotte Observer’s Charlotte’s Best awards (October 2022)
Founder, CEO and Wealth Management Advisor Ryan Saunders named a most admired CEO in the Charlotte region (June 2022)
Plancentric Financial Group named to Charlotte Business Journal’s Best Places to Work, Small Companies for second consecutive year (November 2022)
Plancentric Financial Group ranked as one of the 50 fastest growing companies in the Charlotte region in 2022, the third consecutive year as the only wealth management firm on the list. (December 2022)
Plancentric Financial Group ranked as one of the 50 fastest growing companies in the Charlotte region in 2020, the only wealth management firm on the list. (December 2020)
Plancentric Financial Group named to the largest financial planning firms in the Charlotte region (April 2023)
Forbes “Top Next-Generation Wealth Advisors” list, (August 2022). Based upon data as of 3/31/2022. Forbes Best-in-State Top Financial Security Professionals list (July 2022), based upon data as of December 31st of the preceding year. Forbes Top Financial Security Professionals list (October 2021), based upon 2020 data. Research and rankings provided by SHOOK Research. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.
Charlotte Observer Top Wealth Management Group (October 2022). Results are determined by online reader votes in the award year. No compensation is provided to be eligible.
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 (2023, 2022). Ranked by number of local Certified Financial Planner professionals. No compensation provided to be eligible.