Osaic announced that Greenville, South Carolina–based advisory firm The Finance Couple has joined its platform through office of supervisory jurisdiction Innovative Financial Group, bringing approximately $204 million in client assets from LPL Financial.
The boutique firm is led by husband-and-wife team Tim Curran, JD, CFP, and Wynne Curran, and focuses on serving couples and women approaching or in retirement. The practice is structured around engaging both partners in financial decision-making, delivering tailored guidance that reflects shared financial goals.
The Finance Couple offers a full suite of services, including wealth management, comprehensive financial planning, retirement strategies, and tax and estate planning guidance. The firm emphasizes practical, experience-driven advice rooted in real-life financial decision-making as a couple.
After evaluating multiple firms, the Currans selected Osaic and Innovative Financial Group due to alignment with Osaic’s collaborative advisor community, flexible platform, and long-term business support capabilities, including succession planning resources.
Together, the Currans bring more than 35 years of combined industry experience. They are joined by client services director Megan Jette.
Leadership at Innovative Financial Group and Osaic highlighted the firm’s client-centric approach and strong community presence as key factors in the partnership, noting its specialization in helping households navigate retirement transitions.
KEY QUOTES
“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,” “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.”
Wynne Curran, Co-Founder, The Finance Couple; Tim Curran, Co-Founder, The Finance Couple
“Tim and Wynne have built a deeply unique, client-centric practice that is a perfect fit for our platform,” “We’re excited to support them as they continue to deepen the impact they have on their community and the clients they serve.”
Brian Heapps, President And CEO, Innovative Financial Group
“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,” “Their commitment to delivering transparent, tailored client service make them a perfect addition to our growing community.”
Kristen Kimmell, Executive Vice President Of Business Development, Osaic
