A complete list of active advisors currently associated with Curran Financial Partners, LLC

Warmer can help you find a great advisor at Curran Financial Partners, LLC or one who fits your needs even better.

Curran Financial Partners is a registered investment adviser that provides asset management, comprehensive financial planning, and financial consulting to individuals, high‑net‑worth individuals, trusts, estates, and small businesses. As of December 31, 2025 the firm reported discretionary management of $20,498,226 across 81 accounts. The firm uses fundamental analysis together with Modern Portfolio Theory to build strategic asset allocations, generally implementing portfolios with mutual funds and ETFs and favoring long‑term purchases, rebalancing as needed. Curran Financial prepares Investment Policy Statements, conducts quarterly reviews for discretionary accounts, and communicates with clients through meetings, telephone, and written reports to monitor objectives and risk tolerance. A notable feature disclosed in the brochure is that a managing member operates a separate accounting and tax services business (Susan Curran Financial LLC) and devotes roughly 70% of her time to that work; she also holds CPA and CFP credentials. That integrated advisor–accounting relationship is explicitly disclosed in the firm’s regulatory materials and is less common among peers in this supported‑advisor category.

To learn more about the advisors currently working at Curran Financial Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.