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Investment advisory services offered through Centric Advisors, LLC., a Registered Investment Advisor. The content is developed from sources believed to be providing accurate information. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. There has been no compensation, cash or non-cash, in exchange for any testimonial on this site. Fastest growing investment advisor recognized in Texas by Inc. Magazine consecutively in August 2021, 2022, and 2023. This recognition is based on preceding 2 year revenue growth. No compensation was given directly to Inc. Magazine in exchange for this honor. Centric paid an application fee to be evaluated for inclusion on list of Inc. Magazine’s Fastest Growing Companies in America and Houston Business Journal’s Fast 100.
Five Star Wealth Managers are chosen based on an in-depth research methodology that includes ten objective criteria, including an advisor’s credentials, time in the financial services industry, favorable regulatory and complaint history, and client retention rate. Wealth Managers do not pay a fee to be considered or placed on the list of Five Star Wealth Managers. Once awarded, wealth managers may opt to purchase additional profile space or related award promotional products. Awards are conducted annually for the calendar year.
Centric Wealth is a marketing name for investment advisory services offered through Centric Advisors, LLC. Centric Retirement and Centric Partners are divisions of Centric Advisors, LLC. Insurance services offered through Centric Risk Strategies, LLC. Centric Advisors, LLC. and Centric Risk Strategies, LLC. are separate but affiliated companies.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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Our brand new Cypress headquarters office is ready to open its doors, and we want you to be a part of this special moment. Clients and local Cypress residents are cordially invited to our grand opening celebration next Friday at 6 pm.