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 provides financial planning and discretionary portfolio management primarily to individual and high–net-worth clients, offering both ongoing investment management and standalone financial plans. The firm also acts as a sub‑adviser to an exchange‑traded fund and makes insurance products available to clients through advisor representatives who are licensed as insurance agents. The firm constructs client-specific investment policies and implements them through either passive, index‑based portfolios or active management, with technical analysis (chart patterns, momentum, volume, relative strength) identified as a primary method of analysis. Curran may also engage third‑party managers and uses an account platform (UMAX) to access specialized manager strategies when appropriate. Noteworthy for a multi‑team RIA, Curran serves investment company clients via sub‑advisory services to an ETF whose portfolio selection applies a political‑activity screen and whose assets are treated separately in regulatory reporting. The firm’s advisors commonly act in dual roles as insurance producers—estimated to spend about half their time on insurance sales—and CFP maintains a referral relationship with an independent accounting firm to provide clients access to tax and accounting services, arrangements that the brochure discloses as potential conflicts of interest.

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.