Founder, CEO and Private Wealth Advisor Ryan Saunders recognized for Forbes Best in State Wealth Advisors (April 2024)
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Founder, CEO and Private Wealth Advisor Ryan Saunders recognized for Forbes Best In State Top Financial Security Professionals (2024)
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Founder, CEO and Private Wealth Advisor Ryan Saunders ranked in top ten in North Carolina for Forbes Top Financial Security Professionals Best in State (July 2023)
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Founder, CEO and Private Wealth Advisor Ryan Saunders recognized for Forbes Best in State Top Financial Security Professionals (2022)
Founder, CEO and Private Wealth Advisor Ryan Saunders recognized for Forbes Top Next-Gen Wealth Advisors Best-in-State (2022)
Founder, CEO and Private Wealth Advisor Ryan Saunders recognized for Forbes Best in State Top Financial Security Professionals (2021)
Plancentric Financial Group featured in regional issues of Fortune, Entrepreneur and Bloomberg Businessweek magazines (Autumn 2024)
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Plancentric Financial group named to Charlotte Business Journal’s Best Places to Work, Small Companies for fourth consecutive year (November 2024).
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Founder, CEO and Wealth Management Advisor Ryan Saunders named a most admired CEO in the Charlotte region (June 2024)
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Founder, CEO and Private Wealth Advisors Ryan Saunders recognized in the Charlotte Business Journal (August 2023)
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Plancentric Financial Group named to the top financial planning firms in the Charlotte region (May 2024)
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Founder, CEO and Wealth Management Advisor Ryan Saunders named a most admired CEO in the Charlotte region (June 2022)
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Founder, CEO and Private Wealth Advisor Ryan Saunders named to the 2023 Charlotte Business Journal’s 40 Under 40 (May 2023)
Plancentric Financial Group voted as a top wealth management group in Charlotte Observer’s Charlotte’s Best awards (October 2022)
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Plancentric Financial Group featured in regional issues of Fortune, Entrepreneur and Bloomberg Businesweek magazines (February 2022)
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Plancentric Financial Group named to Charlotte Business Journal’s Best Places to Work, Small Companies for third consecutive year (November 2023)
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Plancentric Financial Group named to Charlotte Business Journal’s Best Places to Work, Small Companies for second consecutive year (November 2022)
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Plancentric Financial Group ranked #1, Small Companies, on the Charlotte Business Journal's 2021 Best Places to Work (November 2021)
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Plancentric Financial Group voted top financial planning/wealth management group (April 2023)
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Plancentric Financial Group voted top financial planning/wealth management group (April 2022)
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Plancentric Financial Group voted top financial planning/wealth management group (April 2021)
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Plancentric Financial Group named to the top financial planning firms in the Charlotte region (April 2023)
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Plancentric Financial Group named to the top 25 financial planning firms in the Charlotte region (April 2022)
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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)
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Plancentric Financial Group ranked as one of the 50 fastest growing companies in the Charlotte region in 2021, the second consecutive year as the only wealth management firm on the list. (December 2021)
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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)
Read MoreForbes "Best-in-State Wealth Advisors" list (April 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2023. 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.