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Investment & Wealth Management Services

Our investment mantra is “Invest with Purpose.”  This means that we believe it is essential to know what you are investing in and why.  We strive to align your investments with your life’s intentions. 

Just getting started investing?

How we invest

✓ Asset Allocation based on a plan – Never a one-size-fits-all approach.  We work as a team to define what you need your money to do for you.  With your plan as a roadmap, we define your goals, values, and ability to take risks to match you with the right investment portfolio. 

“At Centered Financial you have direct access to the people making investment decisions in your portfolios. This way your investment experience is always centered on the objectives defined in your financial plan.” 

-Jeran Van Alfen, CFP®

Investment portfolios for every stage of investing from
beginner to advanced. 

Essential

These are Centered Financials’ foundational investment portfolios for every investor.  If you are new to investing or looking for a simple, efficient investment strategy, this is a great place to start! 

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  • Our Essential Portfolios are custom designed investment models focused on long-term strategic asset allocation and global diversification.   

  • The models utilize exchange-traded funds to provide a low cost, efficient, index-based investment experience.   

  • We utilize a partnership with Betterment to deliver an investor-driven interface with automated trading, rebalancing, and tax coordination. 

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Options: High-Yield Cash Reserve, General Investing, Retirement Accounts 

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Risk Allocations: Preservation, Low Volatility, Balanced Income, Balanced Growth, Moderate Growth, Growth, Equity 

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