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Valued advice that’s grounded in your priorities and elevated in your outcomes.
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 accessible expertise and real-world perspectives deliver solutions that are time-tested and trusted – in medicine, business, and life.
Proudly offering Curi Advisory, Curi Capital, and Curi Insurance services.
With a holistic, physician-founded and focused approach, our tailored solutions evolve as your needs do, allowing you and your practice to do more and achieve more.
Curi Advisory
We combine a market and practice analytics platform and data-driven consulting with human insight to identify your business’ specific challenges and opportunities, so you can protect, optimize, and grow with confidence.
Curi Capital
Our client-focused approach pinpoints your financial circumstances to help you build true wealth, however you define it – whether you’re looking for wealth planning and management services for your family or retirement plan solutions for your business.
Curi Insurance
We proactively create solutions that protect you, your practice, and your family. From medical professional liability to alternative risk solutions, our long-term view of risk helps keep you covered.