CENTURY BUSINESS & FINANCIAL SERVICES

Overview

Century Business & Financial Services operates as an independent registered investment adviser focused on serving individuals, families and small institutional clients. The firm emphasizes fee-based financial planning and discretionary portfolio management, charging a combination of percentage-of-AUM, hourly and fixed fees. Its stated investment posture tilts toward equities as the primary allocation driver, and it does not position itself as a capital allocator running pooled funds. Century Business & Financial Services is not an active ESG investor and reports advisory activity across a limited geography rather than as a multi-state advisory platform. Service delivery centers on tailored financial planning and portfolio management for individuals and small businesses. The firm's business model leverages an accountant and insurance company network for referrals and coordination of client needs, suggesting a planning-centric approach that integrates tax, insurance and investment considerations.

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