Plancentric Financial Group - Northwestern Mutual

Plancentric Financial Group - Northwestern Mutual Ryan Saunders, CFP® Professional, RICP®, CLU®, ChFC®, CASL®, is a Private Wealth Advisor.

Plancentric was founded based on the realization that there is a significant need in the marketplace to deliver an integrated approach to comprehensive financial planning and investment management. Many successful business owners, executives, and professionals have not taken the time to develop a customized financial plan to address tax inefficiencies, inadequate asset allocation, or a sustainable

retirement distribution strategy. 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. As part of Northwestern Mutual’s exclusive Private Client Group, our firm looks at your financial big picture, recommending the right blend of specialized services to keep your life and your finances connected from all angles. 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. Let me and the Plancentric team help you ensure your financial future is all you want it to be. Let our team help you ensure your financial future is all you want it to be.

Our team regularly holds “Lunch and Learn” sessions where we have a member of our firm lead a discussion and training on...
06/02/2026

Our team regularly holds “Lunch and Learn” sessions where we have a member of our firm lead a discussion and training on a specific topic, sharing their unique expertise and educating the team on how we can all use that knowledge to benefit our clients and firm. Yesterday, our lunch and learn focused on the use of AI in the workplace and how we can position ourselves to best utilize this technology. While there are still many unknowns when it comes to how AI will continue to shape our world, we’re focusing on learning how it allows us to reduce friction points and improve efficiency to reinforce and amplify our industry expertise as we aim to cultivate the best experience for our clients.

Learning the language of finance is the first step toward deeper understanding—and better conversations—about your money...
06/01/2026

Learning the language of finance is the first step toward deeper understanding—and better conversations—about your money.

Learn key terms for investing, estate planning, buying a home, and more.

Congratulations to Walker Weatherford on celebrating two years with our firm! After starting with us as an intern, Walke...
05/29/2026

Congratulations to Walker Weatherford on celebrating two years with our firm! After starting with us as an intern, Walker transitioned to a full-time position after graduating from Appalachian State University last year. Thank you for all you do for our clients and team, Walker!

Congratulations to Cam Abaqueta on celebrating one year with our firm! Cam started with us as an intern last year and we...
05/28/2026

Congratulations to Cam Abaqueta on celebrating one year with our firm! Cam started with us as an intern last year and we are excited to celebrate this milestone with him!

Congratulations to Aydenn Harris on celebrating her second career anniversary with our firm!
05/27/2026

Congratulations to Aydenn Harris on celebrating her second career anniversary with our firm!

Congratulations to Greyson Owens on celebrating 5 years with our firm! Greyson started with the team as an intern and no...
05/26/2026

Congratulations to Greyson Owens on celebrating 5 years with our firm! Greyson started with the team as an intern and now leads our financial planning department. Congratulations on this milestone, Greyson!

This Memorial Day, we observe with deep gratitude and reverence those who gave their lives for freedom.
05/25/2026

This Memorial Day, we observe with deep gratitude and reverence those who gave their lives for freedom.

Allen and Eva just got back from Atlanta where they attended the Northwestern Mutual Wealth Management Symposium. They s...
05/22/2026

Allen and Eva just got back from Atlanta where they attended the Northwestern Mutual Wealth Management Symposium. They spent several days attending development sessions and networking with industry experts. We appreciate the opportunity for them to expand their industry knowledge and bring back new insights for the team so we may better serve our clients!

We are so thrilled to announce that our Director of Investment Services, Eva Buchanan-Cates recently got married! Eva an...
05/21/2026

We are so thrilled to announce that our Director of Investment Services, Eva Buchanan-Cates recently got married! Eva and her now husband, Dhiren, tied the knot in a beautiful ceremony in late April. Congratulations to the happy couple!

As AI-leveraging stocks continue to surge, many have asked whether investors are ignoring the risks of the Iran energy c...
05/20/2026

As AI-leveraging stocks continue to surge, many have asked whether investors are ignoring the risks of the Iran energy crisis. The answer is yes, but only at the index level. In reality, the answer is far more nuanced. Northwestern Mutual Wealth Management Company CIO Brent Schutte addresses this question and more in the latest Weekly Market Commentary. https://www.northwesternmutual.com/life-and-money/are-investors-ignoring-iran-energy-crisis-risks-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=are-investors-ignoring&agentid=000281

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6000 Fairview Road Ste 1425
Charlotte, NC
28210

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