The prestigious Forbes 2025 list, produced by Forbes in partnership with SHOOK Research, has been released, highlighting the top wealth advisors across the country. This esteemed ranking is based on a proprietary methodology that considers a range of criteria, including industry experience, client retention, assets under management, revenue trends, and personal interviews.
What Makes the Forbes 2025 List So Special?
The Forbes 2025 list is the result of a rigorous selection process, which includes both qualitative and quantitative criteria. SHOOK Research has developed a proprietary methodology that aims to measure the effectiveness of wealth advisors in achieving their clients’ financial goals. The selection process also involves personal interviews with advisors, which provide valuable insights into their approach to wealth management.
Meet the Co-Founders of Centurion Wealth Management
Sterling D. Neblett, CEPA, CFP®, and Wendy Ann Payne, CDFA®, CEP®, are the co-founders of Centurion Wealth Management. Both advisors have been recognized for their expertise in wealth management and have been named to the Forbes 2025 list. Their commitment to providing exceptional service to their clients has earned them a reputation as two of the top wealth advisors in the country.
Centurion Wealth Management: A Comprehensive Wealth Management Firm
Centurion Wealth Management, LLC is a firm that offers comprehensive wealth management services for entrepreneurs, executives, and independent women. The firm’s services include investment analysis, tax and estate planning, cash flow analysis, retirement planning, and risk management. Centurion’s advisory team works tirelessly to help clients achieve financial security and reach their long-term goals.
Key Services Offered by Centurion Wealth Management
• Investment analysis
• Tax and estate planning
• Cash flow analysis
• Retirement planning
• Risk management
Why the Recognition Matters
The recognition of Sterling D. Neblett and Wendy Ann Payne on the Forbes 2025 list is a testament to the firm’s commitment to excellence in wealth management. The accolades reflect the trust that clients place in Centurion Wealth Management, and the firm’s dedication to supporting clients’ financial goals.
What Clients Say About Centurion Wealth Management
“Centurion Wealth Management truly appreciates being included on the list. It reflects the collaborative efforts of our team and our ongoing focus on supporting clients with their financial planning and wealth management goals,” said Sterling D. Neblett. “What a privilege to be recognized again this year! These acknowledgments reflect the trust our client bestow in us and in the consistent dedication of our team in support of their financial goals. What an honor this is,” said Wendy Ann Payne.
Connect with Centurion Wealth Management
To learn more about Centurion Wealth Management and its services, please visit their website at centurionwealth.com. You can also contact the firm directly at info@centurionwealth.com or by phone at (571)-765-1890.
Important Disclosures
Centurion Wealth Management, LLC Award Disclosures
Providing the testimonial above presents a conflict of interest in that the investment adviser has a relationship with the applicable individual. More specifically, this relationship involves Forbes conferring an award to Centurion Wealth Management, which our Co-Founders, Sterling Neblett & Wendy Payne, acknowledged and expressed gratitude for publicly. The above-mentioned recognition/award was given on April 8th, 2025, based on the time period of June 30th, 2023 through June 30th, 2024. It was provided by Forbes and SHOOK Research. Centurion Wealth Management has reasonable belief that the survey used to determine the award was fair and balanced. Clients and prospects should be aware that Centurion Wealth Management did not provide compensation to the provider for the rating/award. The Best-In-State Wealth Advisors is no guarantee of future investment outcomes and do not ensure that a client or prospective client will experience a higher level of performance or results.
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