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.
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.
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.
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.
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.
What We Do
Financial empowerment means taking charge of tomorrow today. Our experienced advisors are passionate about helping people from all walks of life discover their Best Life. That means helping you define what living your Best Life looks like, putting a strategy in place to get there, then helping you maintain your new lifestyle.
Our team of financial advisors will design a plan to evaluate your current financial situation and direct you toward true financial freedom.
The act of living life itself offers certain risks. We will develop strategies to minimize the financial damage of life’s uncertainties and unforeseen events.
Our powerful and responsive investment process ensures your assets are allocated efficiently, investment objectives are met, and your life goals are achieved.
We’re here to help prevent your own personal retirement crisis and ensure you are prepared to enjoy the lifestyle you deserve -- no matter how long you live.
Developed through a process of asking and listening. Essential lifestyle plans reflect the balances between competing desires, needs, choice, and safety.