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Centurion Wealth Management, LLC
Categories
Financial Advisors/ServicesFinancial Management
Hours:
9AM - 5:00PM Monday - Friday
Driving Directions:
7901 Jones Branch Drive, Suite 800
McLean, VA 22102About Us
Centurion Wealth Management, LLC is an independent financial planning firm built on a foundation of sound ethics, mutual respect, and deep integrity. We proudly offer fiduciary financial advice to successful entrepreneurs, top executives, and independent women. Since opening in 2015, we have been fortunate to experience steady growth while maintaining a trusted reputation within the financial services community.
Our firm’s services include investment advice, tax planning and preparation, cash flow and estate planning analysis, risk management, and traditional retirement planning. We strive to establish an intimate and trusted client/advisor relationship through clear, consistent, and ongoing communication and review. At the end of our eight-part planning process, we clearly illustrate and explain our recommendations regarding all aspects of your financial plan.
Rep/Contact Info
View Personal BioSteven Eddy, CPA, CGMASteven A. Eddy CPA, CGMA is the Director of Tax at Centurion Wealth.
Steve leads Centurion’s tax planning and preparation services for small to medium sized businesses, executives, and independent professionals.
As a Certified Public Accountant, Steve’s experience over the last 25 years has positioned him to uniquely understand the challenges affluent individuals and business owners face. In addition to providing accounting services, he’s advised clients on staffing, marketing, business development, sales, and mergers & acquisitions.
Steve works hard to give his clients high quality service with uncompromising ethics.
Steven Eddy, CPA, CGMADirector of Tax- Phone: (571) 765-2227
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- 7901 Jones Branch Road Ste 800 McLean VA 22102
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