Data-driven, human-inspired business solutions that help you protect, optimize, and grow your practice with confidence. Learn More
A business intelligence tool that pulls your data from disparate sources, including social media, to provide total practice insight. Learn More
Valued advice from a team with deep practice operations, risk management, and health policy expertise. Learn More
Financial advice and solutions that help you build true wealth, however you define it. Learn More
Comprehensive wealth advisory services designed to help you take control of your financial life. Learn More
401(k), 403(b), pension, and non-qualified plan consulting to help your organization take the first steps toward a secure retirement. Learn More
Private strategies not available to the retail investor, critical for diversification in today’s changing investment landscape. Learn More
Proactive solutions that protect you, your practice, and your people. Learn More
Comprehensive and personalized coverage, created for physicians by physicians. Learn More
Creative and flexible approaches when you and your organization are ready to take on more risk. Learn More
Grounded in your priorities. Elevated in your outcomes.
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YOUR TRUSTED PARTNER IN
At Curi, what matters to you is crucial to us. As a full-service advisory firm that works harder to make your life easier, our advice is grounded in your priorities and elevated in your outcomes—in medicine, business and life. With a holistic, physician-focused approach, our tailored solutions evolve as your needs do, allowing you and your practice to do more and achieve more.
Data-driven business solutions that help you protect, optimize, and grow your practice.
Financial advice and solutions that help you build true wealth, however you define it.
Proactive solutions that protect you, your practice, and your people.
The one who knows you by name and nuance. The one who uses deep understanding to offer outstanding. And the one who listens actively in order to deliver solutions proactively.
THE CURI DIFFERENCE
Our solutions are driven by a deep understanding of you. By actively listening and proactively creating tailored solutions and experiences that help you do more and achieve more, we elevate personal lives and drive business growth.
Our proven financial strength grounds us; and our continual evolution elevates us. On the leading edge of physicians', practice administrators', brokers', business owners', and individual investors' evolving needs, we are reshaping the industry, one accelerated outcome at a time.
As a business, finance, and insurance services company with a hospitality soul, our culture radiates warmth and friendliness. Our care for our members, our people, and our community is mutual—and our company is too.
As a full-service advisory firm with a long-term view on your success and independence, we work harder to make your life easier. Our commitment goes above and beyond, creating a feeling of total wellbeing that’s well-practiced, well-planned, and well-rewarded.
GET IN TOUCH
Click Contact Us to get in touch with Curi and let us know how we can help you begin your journey to peace of mind.