The Finance Couple Joins Osaic From LPL Through Innovative Financial Group With $204 Million in Client Assets
By Staff
The Finance Couple, a Greenville, S.C.-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 Innovative Financial Group, bringing $204 million in client assets from LPL Financial.
The practice specializes in financial planning and asset management for couples and women approaching or in retirement. In addition to the Currans, client services director Megan Jette joined the firm in the transition. The team brings more than 35 years of combined experience and serves clients across retirement planning, wealth management, tax planning and estate planning.
After leaving LPL, the Currans evaluated several platforms before selecting Innovative Financial Group and Osaic, citing alignment with Osaic’s advisor community and succession planning resources.
“Our focus has always been on comprehensive financial planning combined with common sense asset management for the betterment of our clients,” said Tim Curran. “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.”
Wynne Curran said the firm’s independence allows it to offer clients “transparent, research-based advice that is rooted in our real-world experience as a couple raising a family.”
Brian Heapps, president and CEO of Innovative Financial Group, said the Currans have built “a deeply unique, client-centric practice” and that IFG looks forward to supporting their growth.
Osaic Inc. is one of the largest providers of wealth management services in the United States, operating through multiple affiliated broker-dealers and registered investment advisers.
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