The business plan of Centara Capital Management Group Inc. is elegant in its simplicity: Households need turn to only one family of companies to handle their investments, tax consulting, estate planning, financial planning, real estate and business consultancy, insurance, lending solutions and a law firm of estate planning law specialists.

But more important than convenience, says CEO Eduardo “Ed” Lombardi, the higher-net-worth households that comprise Centara Capital’s clientele enjoy the peace of mind derived from knowing their assets and best interests are being looked after by a team of professionals.

Centara Capital is the brainchild of Lombardi and his best friend and former University of Washington roommate, fraternity brother and classmate Derek Myron, who as senior relationship manager, heads the company’s consulting divisions. The partners, both business graduates and Certified Financial Planners, launched the Mission Valley company in 2001. Today, the Centara group is composed of 45 specialists minding more than $100 million in funds for more than 1,500 clients. Centara was a San Diego Better Business Bureau Torch Award finalist for Marketplace Ethics in 2005 and 2006.

Bachelor Lombardi, 35, oversees company performance, product design and business development. He finds time to work for Habitat for Humanity and support a number of local nonprofits. “But I have other priorities, too: I play polo and am seriously addicted to horseback riding,” he says.