Integrity01

Following the highest ethical standards, we are committed to our role as financial stewards, delivering sound, objective advice and personalized service through our client-first philosophy.

Integrity

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Independence02

As an independent, fee-based wealth management firm, we believe our clients deserve the highest level of care possible, the Fiduciary Standard. This benchmark of service and objective advice drives our team to act solely in your best interests, allowing you to achieve your goals faster.

Independence

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Expertise03

When working with a Centric advisor, you are working with an expert that has the knowledge and skills to bring transformation. We leverage each team member’s unique skill set to benefit our clients. From our specialized advisors, with years of experience and professional credentials, to our service-driven support staff, we are all working in unison to make your financial dreams a reality.

Expertise

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Innovation04

We utilize powerful software that allows us to merge our expertise with complex financial situations and produce clear and actionable plans to help you achieve your goals. We are open to ideas that drive innovation and are not afraid to challenge conventional wisdom in our approach to finance.

Innovation

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About Centric

Who We Are

Zac Majors and Oscar Mondragon founded Centric to give clients individualized attention and custom strategies to help navigate the complex waters of finance. As a fully independent, privately held wealth advisory firm that assists clients from around the nation in making effective financial decisions through a relationship based on trust, personalized service, and uncompromising integrity. We make your financial journey simple and straightforward providing consistent, anchored support every step of the way. Our entire team is centered and focused on helping you plan all key areas in your financial life and take the necessary steps to accomplish your goals.

Why It Matters

Because living your Best Life isn’t just about having a high net worth or a great lifestyle. It goes beyond that, extending to a life that is full of passion, fulfillment, and peace.

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