About
What We DoWe are dedicated to helping you navigate the complex world of finance.
CenterPeace Financial Group was born from a simple yet powerful idea: helping people understand their "why" behind investing. Our journey started in January 2024, but the seed for this unique approach was planted much earlier.
Our founder, Dale, began his career as a sports anchor before transitioning into finance, a path influenced by his grandfather who first exposed him to the industry. Dale was inspired by the experiences of people who understood what they were doing with their finances but lacked the knowledge of why or how. He noticed a gap, a missing element that could keep people grounded and prevent them from making the same mistakes repeatedly.
This realization led to the evolution of CenterPeace Financial Group. Our mission is not just about managing finances; it's about connecting people with what truly matters to them. We strive to identify areas for improvement so you can live a life aligned with your values and priorities.
We work closely with our clients to understand their unique motivations behind investing. This understanding allows us to build a customized portfolio strategy designed to achieve the goals associated with their 'why'. We aim to provide clarity on everything - from portfolio holdings to the costs associated with each service.
Our approach is grounded in integrity. We treat each client as we would a family member, ensuring they know what we're doing with their investments and, most importantly, why. Our goal is to demystify the financial planning process, providing you with a clear and understandable strategy.
President, Financial AdvisorL. Dale Nicholson, III AAMS®
I have to admit, I'm a sucker for a good story. What I enjoy most about my job is the chance to meet people from so many different walks of life and have the privilege of listening to their stories.
I started my professional life as a sportscaster, following my father and grandfather's footsteps as a third-generation broadcaster. What I loved about that job was the story beyond the sidelines. Sports unite us all. I believe that's because what leads to success at the highest level in athletics are the same qualities that lead to success in life.
Perseverance. Hard work. Focus. Grit. And, yes, it doesn't hurt if you can run like the wind, jump out of the gym, or have a cannon for an arm. But, while we all marvel at the God-given talents our favorite athletes possess, it's the stories of how they got there and what they overcame that make us stop in our tracks and reflect upon ourselves.
We all have those stories. Every one of us. I left that job for this one because I love hearing those stories. I had another grandfather who left a coaching career to work in finance because he did, too. When I was bored with the path I was on, he showed me another one. This one. And I'm forever grateful that he did.
I've spent over a decade learning the stories of the people I work with. How they sacrificed for their families. How they worked every waking hour to build a business that was there passion. How they gave everything they had to a company they believed in. And, together, we build a plan for their investments that would honor and reward their sacrifices.
I want to hear your story. I hope you'll share it with me, and I hope we can work together to write a Championship ending.