Life rewards those
who stay curious
CURI CAPITAL was founded on the idea that true wealth means something different to all. Whether you’re a physician, an administrator, or a dreamer, everyone has their own goals in life. It could be spending time with loved ones—doing what you want, when you want. Or, being prepared for life’s unexpected twists. Whatever wealth means to you, it starts with a smarter way to diversify and grow your personal finances, so you can focus on life without worry.
Our financial goals are yours.
At Curi Capital, we know there’s a better way than the impersonal finance strategies of the past, from buy-and-sell models to high-commission products that are not in your best interest. Just like you want what’s best for your profession, or perhaps your patients, we want what’s best for you and your finances. That’s why we’ve modeled our goals after yours. We stay curious—exploring new opportunities and innovative investment strategies to transform the investing experience for you. Our approach allows you to realize the true value of those invaluable moments.
Three ways to find your true wealth.
Comprehensive wealth advisory services designed to help you take control of your financial life and build a lasting legacy.
Institutional-grade investment strategies for qualified individuals and institutional investors.
Retirement Plan Solutions
A holistic approach to retirement plan consulting and risk mitigation.
Created to be better. Just for you.
It drives everything we do—from smart, innovative investment strategies to pushing boundaries for your best financial interest. It’s what enlightened us to be one of the first to offer malpractice insurance to protect doctors, and will continue to inspire us well into the future.
We got our start serving the physicians who own our parent company—a group we know well. This focus has enabled us to create tailored solutions and offer unsurpassed service for these investors and others in similar situations.
We put your interests first. We are a fee-only advisor and do not accept commissions or outside fees. This allows us to focus on your long-term goals, not one-off transactions.
Deep market knowledge and networks give us access to investment opportunities typically only available to institutional investors. Our high-level access and due diligence allows you to diversify with confidence.
Unlike most firms, our whole team—not a singular advisor—is centered around you and your family’s financial goals. Our model is simple: Make sure you’re heard, understood, and connected. Always.
All of us.
Here for you.
Cameron leads the business development and client retention initiatives at Curi Capital. In this role, he helps clients utilize Curi Capital’s comprehensive investment platform and coordinates investors’ allocations across public and private strategies. Prior to Curi Capital, Cameron served as a financial advisor at Morgan Stanley and Morgan Keegan.
Duncan leads the business development and client retention initiatives at Curi Capital. In this role, he helps clients utilize Curi Capital’s comprehensive investment platform and coordinates investors’ allocations across public and private strategies. Prior to Curi Capital, Duncan worked in wealth management with Morgan Stanley and for private equity firm Lookout Capital.
JOE DILLON, CFP®
Joe leads Curi Capital’s institutional consulting business, with a focus on holistic retirement plan consulting and risk mitigation for the firm’s institutional clients. He brings more than 15 years of experience in retirement planning and investment consulting to the role and most recently worked at CAPTRUST Financial Advisors. His expertise is in defined contribution, defined benefit, and non-qualified deferred compensation arrangements for highly compensated employees.
Heidi is dedicated to providing the highest level of service to Curi Capital’s clients. With more than 15 years of experience in finance, she is well-versed in the industry and calls upon her expertise to support the firm’s full-circle approach to wealth management. Prior to joining Curi Capital, Heidi worked at Morgan Stanley after obtaining her FINRA Series 7 and 66.