Centauri Advisory Group, Inc.

Visionary Wealth Management Solutions

Centauri Advisory Group, Inc. is a private, 100% employee-owned, Registered Investment Adviser (RIA). We manage the assets of both medium and high net-worth individuals and institutional investors.

Combining more than 80 years of financial experience our firm’s ownership and management is always seeking a better way to help manage your money. We believe in times of uncertainty that sound management, proper defensive strategies, and investment balance can be all effective in minimizing losses while still offering the opportunity for higher returns.

There is a saying that “defense wins championships” and we believe defense is also a sound strategy when it comes to navigating today’s financial markets. We specialize in the conservative investor, asset protection, and stability of principle.

Managing investment risk wisely means protecting downside, while still taking advantage of opportunities in the markets when they are warranted. Our many years of investment experience can help us share some valuable ideas for you.

We formed our advisory firm to give us an opportunity to better serve our client’s investment needs. In today’s ever-changing world a few good ideas can go a long way. We intend to provide that through proper management.

Ownership & Management of Centauri Advisory Group Inc.
C. Scott Ellis – CFP (Certified Financial Planner) – Chief Operating Officer
26 Years in Financial Industry

R. Douglas Falk – CFP (Certified Financial Planner) – Chief Financial Officer
28 Years in Financial Industry

Kevin E Phillis – ChFC (Chartered Financial Consultant) – Chief Executive Officer
28 years in Financial Industry

Tags: Financial Services