The Finance Couple™ Joins Osaic Through Innovative Financial Group, Bringing $204 Million in Client Assets

Husband-wife advisor team focused on serving couples and women transitions from LPL Financial

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced The Finance Couple has joined from the firm LPL Financial, bringing $204 million in client assets. The Greenville, South Carolina–based advisory firm founded by husband-and-wife team Tim Curran, JD, CFP, and Wynne Curran, has joined Osaic through its office of supervisory jurisdiction (OSJ) Innovative Financial Group (“IFG”).

The Finance Couple is a boutique financial planning and asset management firm specializing in financial planning and asset management for couples and women approaching or in retirement. Owned and led by a husband-wife advisory team, the firm provides tailored financial guidance that speaks to both members in a relationship.

“Our independence is what allows us to provide our clients transparent, research-based advice that is rooted in our real-world experience as a couple raising a family,” said Wynne Curran.

“Our focus has always been on comprehensive financial planning combined with common sense asset management for the betterment of our clients; Innovative Financial Group and Osaic stood out as true partners who will provide the technology and support we need to grow, while helping us maintain our strict focus on our clients,” added Tim Curran.

After deciding to transition from LPL Financial, the Currans evaluated several firms before selecting IFG and Osaic as their new professional home. Their decision was driven by alignment with Osaic’s collaborative advisor community, flexible platform and robust succession planning resources designed to support long-term business growth.

“Tim and Wynne have built a deeply unique, client-centric practice that is a perfect fit for our platform,” said Brian Heapps, president and CEO of IFG. “We’re excited to support them as they continue to deepen the impact they have on their community and the clients they serve.”

Together, the Currans bring more than 35 years of combined experience delivering financial advice. They provide a comprehensive suite of services to their clients, including wealth management, comprehensive financial planning, retirement strategies and tax- and estate-planning guidance. Joining them is their client services director, Megan Jette.

“At Osaic, we believe wealth management is about more than the numbers, it’s about empowering our clients to navigate life’s moments with confidence. Tim and Wynne have built a business that exemplifies this,” said Kristen Kimmell, executive vice president of business development at Osaic. “Their commitment to delivering transparent, tailored client service make them a perfect addition to our growing community.”

To learn more, visit Osaic.com.

About Osaic

Osaic, Inc. (“Osaic”), a portfolio company of Reverence Capital Partners, is one of the nation’s largest providers of wealth management strategies, supporting over 10,000 financial professionals. Osaic’s mission is to empower entrepreneurial advisors to create leading wealth management solutions that enhance lives and legacies. Visit www.osaic.com to learn more.

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and CW Advisors, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.