A complete list of active advisors currently associated with Curry Webb Wealth Management LLC
Warmer can help you find a great advisor at Curry Webb Wealth Management LLC or one who fits your needs even better.
Curry Webb Wealth Management provides customized financial planning and discretionary investment management primarily for individual investors and trusts. The firm begins client relationships with an initial data-gathering and suitability meeting and requires a written agreement before managing accounts. Investment implementation emphasizes diversified asset allocation using mutual funds and exchange-traded funds, with most holdings intended to be held for multiple years and rebalanced as portfolios evolve. Clients grant the firm trading discretion and receive regular custodial statements and quarterly performance reports through the firm’s client portal. Distinctive features include an explicit focus on non‑high‑net‑worth individuals rather than HNW clients, a small multi-advisor ownership with long industry tenure, and an investment committee that meets on a biweekly cadence. The firm also discloses that some advisory personnel are licensed insurance agents, a practice noted as a potential conflict of interest in the ADV.
To learn more about the advisors currently working at Curry Webb Wealth Management 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.
Name |
Location |
Years of experience |
|---|---|---|
Indianapolis, IN
| 20
| |
Indianapolis, IN
| 0
| |
Indianapolis, IN
| 32
| |
Indianapolis, IN
| 19
| |
Indianapolis, IN
| 2
|
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