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Plancentric Financial Group

6000 Fairview Rd, Suite 1425
Charlotte, NC 28210
(704) 442-4475

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At Plancentric, we have assembled a highly credentialed team which embraces our core values of trust, integrity, accountability, collaboration and passion of doing the right thing for our clients.


Our team understands that everyone's situation and goals are unique, and it is our responsibility as your guide to listen, educate, and create a thoughtful and customized financial plan to help you realize those goals. We're confident we will positively impact our clients, their families, their businesses, and their communities.

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