Osaic Welcomes $204M The Finance Couple

The Finance Couple has joined Osaic 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.

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