Take Control of Your Financial Future Ask yourself if what you are doing today is getting you closer to where you want to be tomorrow. Let's Get Started

Get Started in 4 Easy Steps:

1 Uncover Your
Goals
Develop specific, measurable financial goals that can be prioritized based on need and your “why”.
2 Complete Your
Analysis
Discuss initial findings, highlight areas of concern and opportunity and collaborate on “what if” scenarios.
3 Discuss Strategies &
Solutions
Review custom recommendations and strategies, answer questions and begin implementation.
4 Review Your
Progress
Review action plan timeline, address any changes to circumstances and monitor progress towards your goals.
Let's Get Started
    • Your Team Your Team Identifying an appropriate experienced professional for your unique financial situation can be challenging. That is precisely why we have a team of specialists. Using our relationship-based approach, we will analyze your current financial situation, seek to understand your financial challenges and goals and provide you guidance to fit your unique needs. Learn More
    • Our Process: Our Process: A comprehensive analysis can provide a roadmap to help you meet your goals after a thorough evaluation of your current financial situation. Many personal factors, like the birth of a child, a new job, a home purchase/sale or a marriage/divorce, as well as economic factors, like stock market volatility and tax law changes could cause your current financial position to change. Learn More
    • Our Service Model Our Service Model Whether it is a comprehensive review of your accounts, a conversation about growing your family or anything in between, reviewing your financial situation and addressing new factors is a key component to long term success and achieving your goals. With our structured Seasonal Service Model, we will not only address your current situation, but also discuss topics relative to your situation and goals that will keep you engaged and informed. Learn More
    • Your Personal Financial Website Your Personal Financial Website As a client, you will be afforded access to your own Personal Financial Website. The eMoney platform delivers a personal website, designed to help you take control of your financial world. Easily organize and track your financial goals with spending and budgeting tools, investment monitoring, and more. In addition, with mobile access to your website, your complete financial picture will always be available in the palm of your hand. Learn More

Centuria
In The Community

Backpacks Donated to Robert Moton Elementary School

Prior to the beginning of the 2020-2021 school year, Centuria Financial Group donated 20 backpacks filled with the needed supplies for students in need at Robert Moton Elementary School in Westminster, MD. Jason, Nate and Sara presented them to members of the administration, who were able to distribute them to the students and families that […]

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What’s New
at Centuria

Madeline McCabe headed to the University of Delaware

Dave’s daughter Madeline is excited to start her next level of education at the University of Delaware. She was accepted into the Lerner Business School and plans to major in Financial Planning and Wealth Management. After looking at several different universities over the past year and receiving a merit scholarship, she decided Delaware was going […]

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Financial Wellness
& Education

Teaching Kids About Money

As a parent, it’s your responsibility to teach your children about the world, including how to manage money. Financial literacy is one of the most important lessons you can impart on your children to make them successful in adulthood. Raise fiscally responsible children by teaching them the right lessons for their developmental level. Teach them […]

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Contact Centuria Today!