Committed to you and your outcomes
Curi Capital was founded by physicians to create a nationally recognized and trusted financial advisory firm serving individuals, families, and businesses with their personal wealth and workplace retirement plan needs. We are deeply committed to fostering relationships among our team, our clients, and partners—all with the goal of improving our clients’ outcomes.
Created to be better.
Just for you.
We keep our edge and are comfortable with change.
We measure our success not by what we say, but by the outcomes and goals achieved by our actions.
We actively listen and are eager to learn, pursue innovative ideas, and embrace change as we set aspirational goals.
We recognize the power that diversity, inclusion, and transparency hold in achieving our goals.
Together, we selflessly pursue our goals with integrity, intentionality, and perseverance.
We approach each day with a common goal to serve our clients, our colleagues, and our communities with our talents and resources.
All of us. Here for you.
Meet our team of experienced and accessible wealth, investment, and workplace retirement plan advisors. All focused on helping you build your version of wealth.
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Connect with our team to learn how we can help you, your family, or your business.Contact Us