Dakota
Dakota
Book a Demo
Talk to an Expert

The Finance Couple

EST. AUM
$204,000,000

CONTACTS

CLIENT ACCOUNTS

Firm Details

Metro area Greenville, SC
CRD Number
Website thefinancecouple.com
Client types

Overview

The Finance Couple™ is a boutique wealth management firm based in Greenville, South Carolina, led by the husband-and-wife team of Tim and Wynne Curran. In March 2026, the firm joined Osaic via Innovative Financial Group, bringing approximately $204 million in client assets from LPL Financial. The practice specializes in a unique "couple-centric" approach to financial planning, designed to engage both partners in a relationship to ensure shared financial goals are met. Their services cater primarily to retirees and women approaching retirement, offering a full suite of wealth management, retirement strategies, and estate planning guidance rooted in real-world experience.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy