A Financial Advocate in Your Corner

At Curi Capital, we believe that everyone should have access to a clear roadmap for their financial future. Our Western Suburbs team provides personalized financial planning tailored to your unique goals, helping you make confident, informed decisions. Our roots run deep in the local community, and we’re passionate about helping neighbors like you plan for your financial future.

Clear the Noise and Find Clarity

In a world flooded with conflicting financial advice, it’s easy to feel overwhelmed and unsure of who to trust. We help cut through the noise by offering clear guidance tailored to your unique needs. Our team takes the time to understand your financial goals, create a strategy designed for you, and stand by your side as a trusted partner to help you make informed decisions and plan for the life you want.

Experienced and Specialized Support

Our Western Suburbs financial planning team brings together a diverse range of knowledge and experience to help guide your financial journey. From investment strategies and retirement planning to tax optimization and estate management, each advisor on our team offers specialized knowledge to address your unique needs. With our collaborative team approach, you’ll receive personalized guidance from professionals who understand the complexities of your situation and the specific goals and priorities that drive your financial plan.

Trust us, we’re certified

What do our certifications mean to you?

• A CERTIFIED FINANCIAL PLANNER™ (CFP®) is a financial professional who has earned accreditation by meeting rigorous education, training, and ethical standards. CFP® professionals are fiduciaries, which means they have a duty to always act in their clients’ best interests—so you can trust that their advice truly puts you and your needs first. 
• The Certified Exit Planning Advisor® (CEPA®) designation is a copyright of the Exit Planning Institute.