Centurion Advisory Group

Centurion Advisory Group

Centurion Advisory Group operates from Duluth, Georgia, as a multi-family office built to serve corporate executives and entrepreneurs. The firm was founded by Richard J. Wynn, a veteran of the financial planning and wealth management space who observed that senior executives at public companies often received generic advice from wirehouses insufficient to manage concentrated stock positions, deferred compensation plans, and bespoke tax planning needs. Wynn structured Centurion to deliver integrated financial planning, tax strategy, and investment management under one roof — a departure from the siloed service models typical in the Southeast wealth corridor. The firm deploys capital across a diversified set of asset classes. Public equities, fixed income, and alternatives form the core of client portfolios, with a notable tilt toward private investments accessible to qualified purchasers. Centurion makes use of direct indexing for tax-loss harvesting on concentrated single-stock exposures, constructs bespoke bond ladders for income-oriented families, and allocates to private equity, private credit, and real estate funds. The firm has executed residential and commercial real estate transactions through client-directed vehicles, including direct property acquisitions and development projects. Third-party fund commitments span buyout, venture capital, and special situations managers. Team size and total assets under management are not publicly disclosed. Centurion maintains its sole office in the Atlanta metro area, serving a client base concentrated in the Southeastern United States. The firm operates without a sibling asset management arm or a branded foundation, keeping its architecture intentionally simple to avoid conflicts between advisory and product-manufacturing functions. Richard Wynn has been quoted in industry publications on topics related to executive compensation planning and risk management for concentrated stock positions, reflecting a specialization that defines the firm’s referral flow. Centurion’s structural distinction is its narrow client focus. Most multi-family offices chase breadth — entrepreneurs, inheritors, entertainers, athletes. Centurion built its model on the narrower, repeatable problem set of public-company executives: Rule 10b5-1 trading plans, ISO and NQSO exercise strategies, 409A valuation considerations, and the transition from accumulating equity to drawing lifestyle income without a liquidity event. That specialization creates a practice where the average client conversation leads with tax and comp, not investment product.