Guidance for Every Step of Your Financial Journey
Receive personalized strategies, professional guidance, and a full suite of financial tools to help you build, manage, and protect your wealth—at every stage of life.
Grow and Protect Your Wealth With our Experienced Partners
Whether you're just getting started with investing or looking for comprehensive wealth management, our bank connects you with experienced professionals through our wealth management partners: Central Investment Advisors and Central Trust.
Central Investment Advisors
Designed for:
Clients at any stage of their investment journey
With Central Investment AdvisorsDisclosure 1, you'll get flexible options and a personalized experience to help you build your wealth.
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What you can expect:
Flexible fees
Central Investment Advisors offers fee-based investing and traditional brokerage accounts that are commission-based, allowing you to select the structure that you feel most comfortable with and that best supports your financial objectives.
Investment choices
Receive diverse, customized investment options with risk management and ongoing monitoring to match your goals and comfort level.
Personal attention
An advisor who builds a personal relationship to understand your unique needs and deliver customized plan recommendations that align with your goals.
Aligned with your interests
With insight from a team that includes 18 Certified Financial Planners™, our investment and financial planning approach focuses on understanding your goals, risk tolerance, and aspirations to ensure every strategy is best suited for you.
Business services
Recommended business strategies designed to improve revenue growth, manage risk and debt, align operations with long-term goals, and support employee retirement plans for businesses of all sizes.
Central Trust: Wealth Management
Tailored to:
Clients with a minimum of $500,000 in investable assets
Central Trust offers a tailored, highly personalized approach for clients with more complex financial goals.
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What you can expect:
Fee-based service
Central Trust provides fee-only solutions, all free from conflicts of interest.
A team of professionals
150+ wealth management professionals averaging 26 years’ experience, holding CFP®, CFA, CPA, CTFA, JD credentials, managing approximately $9 billion in assets.
A tailored strategy
A process that starts by gaining a deep understanding of your unique goals, then develops a fully tailored financial plan designed to help you achieve them.
The fiduciary standard
A team committed to acting solely in your best interest—offering objective, commission-free guidance rooted in transparency and trust.
Advanced wealth management services
Access to comprehensive, in-house solutions, including investment management, financial planning, estate planning, and tax strategies, all coordinated by your advisor team.
Business services
As your business grows, we can offer a broad range of services so you can fully focus on running your business.
Comprehensive Financial Relationship Management
Experience a higher level of personalized financial service. Our Private Banking clients enjoy exclusive benefits and expert support to help grow, manage, and protect your wealth.
- Dedicated Relationship Manager for personalized guidance and support.
- Customized Financial Solutions tailored to your lifestyle and goals.
- Priority Access to exclusive products, insights, and events.
Come Visit Us!
If you'd prefer to visit with us in person, we'd love to meet and discuss what options are right for you!
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Central Investment Advisors
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/ SIPC. Insurance products are offered through LPL or its licensed affiliates. Central Bank and Central Investment Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Central Investment Advisors, and may also be employees of Central Bank. These products and services are being offered through LPL or its affiliates, we are separate entities from, and not affiliates of, Central Bank or Central Investment Advisors.
Securities and insurance offered through LPL or its affiliates are:
- Not Insured by FDIC or Any Other Government Agency
- Not Bank Guaranteed
- Not Bank Deposits or Obligations
- May Lose Value
The LPL Financial registered representative associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your Bank, Central Bank provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial institution is not a current client of LPL for brokerage or advisory services. Click here for more detailed information.
