Brandon Curley, CFP^®

How do I help our clients Live a Richer Life®?
As an Advisor, I help clients Live a Richer Life® by building deep, personal relationships that go beyond financial planning. I strive to understand each client’s goals, values, and aspirations, then work with my team to align their financial strategies to support these priorities. Whether it’s supporting family, pursuing passion projects, giving back, or traveling the world, my mission is to provide clarity and confidence so clients feel empowered to focus on what matters most. When we feel secure and understood, we can pursue a richer life.

How do I align my time and money with my values and passions to Live a Richer Life®?
I align my time and money with my values by focusing on what brings meaning to my life, including quality time with my wife and loved ones, exploring new places through scuba diving, and staying active. I regularly reflect on what success looks like for me beyond the numbers, and I prioritize financial decisions that support these passions and relationships. By building a strong financial foundation and being intentional with how I spend my time, I create space for flexibility, connection, and memorable experiences that align with the life I want to live.