A complete list of active advisors currently associated with Curran Wealth Management

Warmer can help you find a great advisor at Curran Wealth Management or one who fits your needs even better.

Curran Wealth Management (CIM, LLC) serves individuals and families—including high-net-worth and qualified investors—along with pension and profit-sharing plans, trusts, estates, charitable organizations and business entities. The firm provides discretionary and non-discretionary portfolio management, financial planning, and sponsors a proprietary wealth management wrap-fee program, while also facilitating implementation services that can include insurance and tax-preparation referrals through affiliated entities. The firm’s investment process is a bottom-up, fundamental discipline that emphasizes long-term ownership of companies with consistent earnings growth, strong return on equity, low debt and resilient balance sheets, and it offers multiple strategies across market capitalizations as well as income- and growth-oriented composites. CIM, LLC manages both custodied and “held-away” retirement assets, utilizes order management systems for trade execution, and enters into negotiated performance-based fee arrangements for qualified clients while presenting performance in compliance with GIPS and SEC marketing rules. Noteworthy for a team firm, CIM, LLC is affiliated with a FINRA-registered broker-dealer and with a separate tax-preparation entity, acts as a wrap-fee program sponsor, and explicitly uses performance-based fees for eligible clients—each of which the brochure discloses as potential conflicts of interest. The firm also discloses insurance product sales and provides regular performance reporting and compliance procedures intended to address conflicts arising from these affiliations and compensation sources.

To learn more about the advisors currently working at Curran Wealth Management, 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.